MCA
VOO icon

Magnolia Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Magnolia Capital 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
Q1 		$5.89M Buy
9,857
+1,795
+22% +$1.12M 1.16% 16
2025
Q4 		$5.06M Buy
8,062
+1,010
+14% +$628K 1.06% 25
2025
Q3 		$4.32M Sell
7,052
-31
-0.4% -$18.3K 1.13% 26
2025
Q2 		$4.02M Buy
7,083
+175
+3% +$92K 1.01% 27
2025
Q1 		$3.55M Buy
6,908
+1,909
+38% +$1.03M 0.96% 25
2024
Q4 		$2.69M Buy
4,999
+4,617
+1,209% +$2.5M 0.7% 38
2024
Q3 		$202K Buy
+382
New +$194K 0.1% 137
2023
Q2 		– Sell
-5,431
Closed -$2.04M – 156
2023
Q1 		$2.04M Buy
5,431
+502
+10% +$184K 1.05% 22
2022
Q4 		$1.73M Buy
4,929
+2
+0% +$707 1.15% 20
2022
Q3 		$1.62M Sell
4,927
-383
-7% -$140K 1.37% 16
2022
Q2 		$1.84M Sell
5,310
-341
-6% -$128K 1.67% 14
2022
Q1 		$2.35M Sell
5,651
-1,128
-17% -$462K 0.92% 28
2021
Q4 		$2.96M Hold
6,779
– – 0.87% 29
2021
Q3 		$2.67M Sell
6,779
-533
-7% -$216K 0.93% 28
2021
Q2 		$2.88M Sell
7,312
-568
-7% -$218K 1.27% 20
2021
Q1 		$2.87M Sell
7,880
-116
-1% -$41.1K 5.68% 1
2020
Q4 		$2.75M Buy
7,996
+145
+2% +$47.3K 1.77% 19
2020
Q3 		$2.42M Sell
7,851
-873
-10% -$266K 1.9% 18
2020
Q2 		$2.47M Sell
8,724
-209
-2% -$56.3K 3.18% 9
2020
Q1 		$2.12M Sell
8,933
-732
-8% -$205K 4.1% 5
2019
Q4 		$2.86M Buy
+9,665
New +$2.73M 2.73% 12

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

Magnolia Capital Advisors's VOO Position: Q1 2026 in Review

Magnolia Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q1 2026, buying an estimated $1.12M and bringing the position to 9,857 shares worth $5.89M. The position accounts for 1.16% of the portfolio, ranked #16.

Magnolia Capital Advisors first reported a position in VOO in Q4 2019 and has held it in 21 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Magnolia Capital Advisors held 9,857 shares of Vanguard S&P 500 ETF worth $5.89M as of Q1 2026.
  • Magnolia Capital Advisors bought 1,795 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.12M.
  • Vanguard S&P 500 ETF made up 1.16% of Magnolia Capital Advisors's portfolio in Q1 2026, its #16 holding.
  • Magnolia Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 21 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.