M Wealth Management LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

M Wealth Management LLC’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	$255K	Buy	372 +22	+6%	+$14.7K	0.2%	53
2026 Q1	$209K	Hold	350	–	–	0.18%	53
2025 Q4	$219K	Hold	350	–	–	0.19%	47
2025 Q3	$214K	Buy	+350	New	+$206K	0.19%	47

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

M Wealth Management LLC's VOO Position: Q2 2026 in Review

M Wealth Management LLC increased its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q2 2026, buying an estimated $14.7K and bringing the position to 372 shares worth $255K. The position accounts for 0.2% of the portfolio, ranked #53.

M Wealth Management LLC first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

M Wealth Management LLC held 372 shares of Vanguard S&P 500 ETF worth $255K as of Q2 2026.
M Wealth Management LLC bought 22 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.7K.
Vanguard S&P 500 ETF made up 0.2% of M Wealth Management LLC's portfolio in Q2 2026, its #53 holding.
M Wealth Management LLC first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.