Mustico Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Mustico Financial Group’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	$511K	Buy	753 +10	+1%	+$6.67K	0.33%	25
2026 Q1	$488K	Hold	743	–	–	0.34%	26
2025 Q4	$474K	Hold	743	–	–	0.37%	22
2025 Q3	$457K	Hold	743	–	–	0.46%	20
2025 Q2	$431K	Buy	+743	New	+$390K	0.4%	22

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

Mustico Financial Group's VOO Position: Q2 2026 in Review

Mustico Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, buying an estimated $6.67K and bringing the position to 753 shares worth $511K. The position accounts for 0.33% of the portfolio, ranked #25.

Mustico Financial Group first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mustico Financial Group held 753 shares of Vanguard S&P 500 ETF worth $511K as of Q2 2026.
Mustico Financial Group bought 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
Vanguard S&P 500 ETF made up 0.33% of Mustico Financial Group's portfolio in Q2 2026, its #25 holding.
Mustico Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mustico Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.