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MLG Wealth Management DBA Pine Grove Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

MLG Wealth Management DBA Pine Grove 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
2025
Q4 		$53.8M Buy
+85,748
New +$53.3M 6.49% 1

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's VOO Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q4 2025: 85,748 shares worth $53.8M. The stake represents 6.49% of the portfolio and ranks #1 among its holdings.

3,847 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 85,748 shares of Vanguard S&P 500 ETF worth $53.8M as of Q4 2025.
  • Vanguard S&P 500 ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Vanguard S&P 500 ETF made up 6.49% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #1 holding.
  • 3,847 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.