MA Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

MA Private Wealth’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	$86.2M	Buy	125,554 +542	+0.4%	+$361K	12.84%	1
2026 Q1	$74.7M	Buy	125,012 +2,803	+2%	+$1.75M	12.63%	1
2025 Q4	$76.6M	Sell	122,209 -21,715	-15%	-$13.5M	12.79%	1
2025 Q3	$88.1M	Sell	143,924 -1,151	-0.8%	-$678K	14.82%	1
2025 Q2	$82.4M	Sell	145,075 -31,174	-18%	-$16.4M	14.74%	1
2025 Q1	$90.6M	Buy	176,249 +1,757	+1%	+$950K	17.04%	1
2024 Q4	$94M	Buy	174,492 +2,016	+1%	+$1.09M	17.58%	1
2024 Q3	$91M	Sell	172,476 -6,611	-4%	-$3.36M	17.01%	1
2024 Q2	$89.6M	Sell	179,087 -10,174	-5%	-$4.9M	17.71%	1
2024 Q1	$91M	Sell	189,261 -2,309	-1%	-$1.06M	18.44%	1
2023 Q4	$83.7M	Sell	191,570 -706	-0.4%	-$289K	17.83%	1
2023 Q3	$75.5M	Sell	192,276 -55,979	-23%	-$22.9M	17.84%	1
2023 Q2	$101M	Buy	248,255 +1,508	+0.6%	+$582K	23.45%	1
2023 Q1	$92.8M	Buy	246,747 +6,921	+3%	+$2.54M	22.55%	1
2022 Q4	$84.3M	Buy	239,826 +10,181	+4%	+$3.6M	20.32%	1
2022 Q3	$79.9M	Buy	229,645 +4,987	+2%	+$1.82M	19.87%	1
2022 Q2	$78.3M	Sell	224,658 -7,979	-3%	-$3.01M	19.06%	1
2022 Q1	$96.6M	Buy	232,637 +55,617	+31%	+$22.8M	17.62%	1
2021 Q4	$77.3M	Buy	177,020 +12,740	+8%	+$5.38M	13.87%	1
2021 Q3	$64.8M	Sell	164,280 -8,110	-5%	-$3.29M	12.72%	1
2021 Q2	$67.8M	Sell	172,390 -810	-0.5%	-$311K	13.49%	1
2021 Q1	$63.1M	Sell	173,200 -31,619	-15%	-$11.2M	13.15%	1
2020 Q4	$70.4M	Sell	204,819 -4,603	-2%	-$1.5M	16.09%	1
2020 Q3	$64.4M	Buy	209,422 +394	+0.2%	+$120K	15.2%	1
2020 Q2	$59.2M	Buy	209,028 +26,186	+14%	+$7.05M	14.81%	1
2020 Q1	$43.3M	Buy	182,842 +3,758	+2%	+$1.05M	12.72%	1
2019 Q4	$53M	Sell	179,084 -4,921	-3%	-$1.39M	16.26%	1
2019 Q3	$50.2M	Buy	184,005 +20,171	+12%	+$5.47M	14.1%	1
2019 Q2	$44.1M	Buy	163,834 +31,883	+24%	+$8.44M	12.85%	1
2019 Q1	$34.2M	Buy	131,951 +56,479	+75%	+$14.1M	10.87%	1
2018 Q4	$17.3M	Buy	+75,472	New	+$18.7M	6.58%	4

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

MA Private Wealth's VOO Position: Q2 2026 in Review

MA Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q2 2026, buying an estimated $361K and bringing the position to 125,554 shares worth $86.2M. The position accounts for 12.84% of the portfolio, ranked #1.

MA Private Wealth first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $101M in Q2 2023. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MA Private Wealth held 125,554 shares of Vanguard S&P 500 ETF worth $86.2M as of Q2 2026.
MA Private Wealth bought 542 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $361K.
Vanguard S&P 500 ETF made up 12.84% of MA Private Wealth's portfolio in Q2 2026, its #1 holding.
MA Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
MA Private Wealth's Vanguard S&P 500 ETF position peaked at $101M in Q2 2023.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.