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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

M Holdings Securities's VOO Position: Q1 2026 in Review

M Holdings Securities increased its Vanguard S&P 500 ETF (VOO) stake by 3% in Q1 2026, buying an estimated $386K and bringing the position to 21,326 shares worth $14.1M. The position accounts for 0.95% of the portfolio, ranked #22.

M Holdings Securities first reported a position in VOO in Q4 2013 and has held it in 28 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • M Holdings Securities held 21,326 shares of Vanguard S&P 500 ETF worth $14.1M as of Q1 2026.
  • M Holdings Securities bought 618 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $386K.
  • Vanguard S&P 500 ETF made up 0.95% of M Holdings Securities's portfolio in Q1 2026, its #22 holding.
  • M Holdings Securities first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 28 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.