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Madison Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Madison Wealth Partners’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 		$3.98M Buy
6,654
+517
+8% +$323K 0.63% 30
2025
Q4 		$3.85M Buy
6,137
+293
+5% +$182K 0.7% 29
2025
Q3 		$3.58M Buy
5,844
+3,235
+124% +$1.91M 0.71% 24
2025
Q2 		$1.48M Buy
2,609
+388
+17% +$204K 0.32% 39
2025
Q1 		$1.14M Buy
2,221
+3
+0.1% +$1.62K 0.28% 43
2024
Q4 		$1.2M Sell
2,218
-13
-0.6% -$7.04K 0.33% 41
2024
Q3 		$1.18M Buy
2,231
+456
+26% +$232K 0.35% 39
2024
Q2 		$888K Buy
1,775
+60
+3% +$28.9K 0.3% 45
2024
Q1 		$824K Sell
1,715
-33
-2% -$15.1K 0.3% 41
2023
Q4 		$764K Buy
1,748
+290
+20% +$119K 0.3% 40
2023
Q3 		$573K Hold
1,458
– – 0.29% 42
2023
Q2 		$594K Sell
1,458
-49
-3% -$18.9K 0.28% 41
2023
Q1 		$567K Buy
1,507
+49
+3% +$18K 0.29% 39
2022
Q4 		$512K Sell
1,458
-161
-10% -$56.9K 0.3% 39
2022
Q3 		$532K Buy
1,619
+33
+2% +$12.1K 0.35% 36
2022
Q2 		$550K Buy
1,586
+1,070
+207% +$403K 0.35% 36
2022
Q1 		$214K Hold
516
– – 0.12% 74
2021
Q4 		$225K Buy
+516
New +$218K 0.11% 69

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

Madison Wealth Partners's VOO Position: Q1 2026 in Review

Madison Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 8.4% in Q1 2026, buying an estimated $323K and bringing the position to 6,654 shares worth $3.98M. The position accounts for 0.63% of the portfolio, ranked #30.

Madison Wealth Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Madison Wealth Partners held 6,654 shares of Vanguard S&P 500 ETF worth $3.98M as of Q1 2026.
  • Madison Wealth Partners bought 517 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $323K.
  • Vanguard S&P 500 ETF made up 0.63% of Madison Wealth Partners's portfolio in Q1 2026, its #30 holding.
  • Madison Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.