M Wealth Management LLC
VOO icon

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
Q3 		$261K Hold
372
– – 0.2% 55
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

M Wealth Management LLC's VOO Position: Q3 2026 in Review

M Wealth Management LLC held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 372 shares worth $261K. The position accounts for 0.2% of the portfolio, ranked #55.

M Wealth Management LLC first reported a position in VOO in Q3 2025 and has held it in 5 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • M Wealth Management LLC held 372 shares of Vanguard S&P 500 ETF worth $261K as of Q3 2026.
  • M Wealth Management LLC left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.2% of M Wealth Management LLC's portfolio in Q3 2026, its #55 holding.
  • M Wealth Management LLC first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 5 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.