Madson Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Madson Wealth Advisors’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	$509K	Sell	741 -334	-31%	-$223K	0.35%	51
2026 Q1	$642K	Buy	+1,075	New	+$672K	0.53%	41

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

Madson Wealth Advisors's VOO Position: Q2 2026 in Review

Madson Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 31% in Q2 2026, selling an estimated $223K and leaving 741 shares worth $509K. The position accounts for 0.35% of the portfolio, ranked #51.

Madson Wealth Advisors first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. The position peaked at $642K in Q1 2026. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Madson Wealth Advisors held 741 shares of Vanguard S&P 500 ETF worth $509K as of Q2 2026.
Madson Wealth Advisors sold 334 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $223K.
Vanguard S&P 500 ETF made up 0.35% of Madson Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Madson Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
Madson Wealth Advisors's Vanguard S&P 500 ETF position peaked at $642K in Q1 2026.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Madson Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.