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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
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

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 Wealth Management LLC's VOO Position: Q1 2026 in Review

M Wealth Management LLC held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 350 shares worth $209K. The position accounts for 0.18% of the portfolio, ranked #53.

M Wealth Management LLC first reported a position in VOO in Q3 2025 and has held it in 3 quarters since. The position peaked at $219K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • M Wealth Management LLC held 350 shares of Vanguard S&P 500 ETF worth $209K as of Q1 2026.
  • M Wealth Management LLC left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.18% of M Wealth Management LLC's portfolio in Q1 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 3 quarters since.
  • M Wealth Management LLC's Vanguard S&P 500 ETF position peaked at $219K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.