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

Shum 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	$320K	Buy	+467	New	+$311K	0.19%	89

Other funds holding VOO

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FJ Investments Salt Lake City, Utah $1.84B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Shum Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 467 shares worth $320K. The stake represents 0.19% of the portfolio and ranks #89 among its holdings.

2,624 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Shum Financial Group held 467 shares of Vanguard S&P 500 ETF worth $320K as of Q2 2026.
Vanguard S&P 500 ETF was a new Shum Financial Group position in Q2 2026.
Vanguard S&P 500 ETF made up 0.19% of Shum Financial Group's portfolio in Q2 2026, its #89 holding.
2,624 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.