GMFG
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Greater Midwest Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Greater Midwest 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 		$302K Hold
439
– – 0.15% 55
2026
Q1 		$262K Sell
439
-51
-10% -$31.9K 0.14% 58
2025
Q4 		$307K Buy
490
+72
+17% +$44.7K 0.17% 52
2025
Q3 		$256K Hold
418
– – 0.17% 55
2025
Q2 		$238K Sell
418
-101
-19% -$53.1K 0.18% 51
2025
Q1 		$267K Buy
519
+99
+24% +$53.5K 0.19% 50
2024
Q4 		$226K Hold
420
– – 0.14% 53
2024
Q3 		$222K Sell
420
-72
-15% -$36.6K 0.13% 55
2024
Q2 		$246K Buy
492
+75
+18% +$36.1K 0.16% 49
2024
Q1 		$201K Sell
417
-163
-28% -$74.6K 0.13% 50
2023
Q4 		$253K Buy
+580
New +$237K 0.17% 44

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

Greater Midwest Financial Group's VOO Position: Q2 2026 in Review

Greater Midwest Financial Group held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 439 shares worth $302K. The position accounts for 0.15% of the portfolio, ranked #55.

Greater Midwest Financial Group first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $307K in Q4 2025. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Greater Midwest Financial Group held 439 shares of Vanguard S&P 500 ETF worth $302K as of Q2 2026.
  • Greater Midwest Financial Group left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.15% of Greater Midwest Financial Group's portfolio in Q2 2026, its #55 holding.
  • Greater Midwest Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Greater Midwest Financial Group's Vanguard S&P 500 ETF position peaked at $307K in Q4 2025.
  • 1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Greater Midwest Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.