MPW
VOO icon

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
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

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

MA Private Wealth's VOO Position: Q1 2026 in Review

MA Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q1 2026, buying an estimated $1.75M and bringing the position to 125,012 shares worth $74.7M. The position accounts for 12.63% of the portfolio, ranked #1.

MA Private Wealth first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $101M in Q2 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • MA Private Wealth held 125,012 shares of Vanguard S&P 500 ETF worth $74.7M as of Q1 2026.
  • MA Private Wealth bought 2,803 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.75M.
  • Vanguard S&P 500 ETF made up 12.63% of MA Private Wealth's portfolio in Q1 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 30 quarters since.
  • MA Private Wealth's Vanguard S&P 500 ETF position peaked at $101M in Q2 2023.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MA Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.