JMBAI
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J. M. Brown & Associates Inc.’s Vanguard S&P 500 ETF VOO Stock Holding History

J. M. Brown & Associates Inc.’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 		$460K Buy
+669
New +$446K 0.26% 110

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

J. M. Brown & Associates Inc.'s VOO Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 669 shares worth $460K. The stake represents 0.26% of the portfolio and ranks #110 among its holdings.

1,404 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • J. M. Brown & Associates Inc. held 669 shares of Vanguard S&P 500 ETF worth $460K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.26% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #110 holding.
  • 1,404 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.