M3 Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$9.18M Buy
15,361
+860
+6% +$538K 5.66% 2
2025
Q4
$9.09M Buy
14,501
+4,168
+40% +$2.59M 5.54% 2
2025
Q3
$6.33M Buy
10,333
+576
+6% +$340K 3.95% 5
2025
Q2
$5.54M Buy
9,757
+921
+10% +$484K 3.83% 5
2025
Q1
$4.54M Buy
8,836
+1,020
+13% +$551K 3.59% 6
2024
Q4
$4.21M Buy
7,816
+557
+8% +$302K 3.02% 7
2024
Q3
$3.83M Buy
7,259
+837
+13% +$425K 2.81% 8
2024
Q2
$3.21M Sell
6,422
-265
-4% -$128K 2.64% 10
2024
Q1
$3.21M Buy
6,687
+745
+13% +$341K 2.91% 7
2023
Q4
$2.6M Buy
+5,942
New +$2.43M 3.04% 8

Other funds holding VOO

M3 Advisory Group's VOO Position: Q1 2026 in Review

M3 Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q1 2026, buying an estimated $538K and bringing the position to 15,361 shares worth $9.18M. The position accounts for 5.66% of the portfolio, ranked #2.

M3 Advisory Group first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • M3 Advisory Group held 15,361 shares of Vanguard S&P 500 ETF worth $9.18M as of Q1 2026.
  • M3 Advisory Group bought 860 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $538K.
  • Vanguard S&P 500 ETF made up 5.66% of M3 Advisory Group's portfolio in Q1 2026, its #2 holding.
  • M3 Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.