MHS
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M Holdings Securities’s Vanguard S&P 500 ETF VOO Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-5,757
Closed -$2.35M – 309
2023
Q2 		$2.35M Sell
5,757
-1,235
-18% -$476K 0.48% 27
2023
Q1 		$2.63M Buy
+6,992
New +$2.56M 0.27% 73

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

M Holdings Securities's VOO Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 21,326 shares — an estimated $14.1M sold.

M Holdings Securities first reported a position in VOO in Q4 2013 and held it in 28 quarters. The position peaked at $14.1M in Q1 2026. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • M Holdings Securities reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 21,326 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.1M.
  • M Holdings Securities first reported a position in Vanguard S&P 500 ETF in Q4 2013 and held it in 28 quarters.
  • M Holdings Securities's Vanguard S&P 500 ETF position peaked at $14.1M in Q1 2026.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.