Montz Harcus Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Montz Harcus Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$242K	Buy	+352	New	+$235K	0.09%	86

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Montz Harcus Wealth Management's VOO Position: Q2 2026 in Review

Montz Harcus Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 352 shares worth $242K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings.

3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Montz Harcus Wealth Management held 352 shares of Vanguard S&P 500 ETF worth $242K as of Q2 2026.
Vanguard S&P 500 ETF was a new Montz Harcus Wealth Management position in Q2 2026.
Vanguard S&P 500 ETF made up 0.09% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #86 holding.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.