Maltin Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Maltin Wealth Management’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	$305K	Buy	444 +5	+1%	+$3.33K	0.1%	113
2026 Q1	$262K	Sell	439 -75	-15%	-$46.9K	0.1%	114
2025 Q4	$322K	Sell	514 -18	-3%	-$11.2K	0.13%	100
2025 Q3	$326K	Buy	532 +101	+23%	+$59.5K	0.14%	100
2025 Q2	$245K	Sell	431 -28	-6%	-$14.7K	0.11%	112
2025 Q1	$236K	Buy	459 +28	+6%	+$15.1K	0.11%	118
2024 Q4	$232K	Buy	+431	New	+$233K	0.11%	119
2022 Q2	–	Sell	-2,018	Closed	-$838K	–	132
2022 Q1	$838K	Sell	2,018 -51	-2%	-$20.9K	0.55%	58
2021 Q4	$903K	Buy	2,069 +134	+7%	+$56.6K	0.54%	56
2021 Q3	$763K	Buy	1,935 +910	+89%	+$369K	0.47%	54
2021 Q2	$404K	Buy	1,025 +25	+3%	+$9.6K	0.25%	76
2021 Q1	$364K	Buy	1,000 +42	+4%	+$14.9K	0.24%	76
2020 Q4	$329K	Buy	+958	New	+$312K	0.23%	70
2020 Q1	–	Sell	-365	Closed	-$108K	–	135
2019 Q4	$108K	Buy	+365	New	+$103K	0.07%	82

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

Maltin Wealth Management's VOO Position: Q2 2026 in Review

Maltin Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $3.33K and bringing the position to 444 shares worth $305K. The position accounts for 0.1% of the portfolio, ranked #113.

Maltin Wealth Management first reported a position in VOO in Q4 2019 and has held it in 14 quarters since. The position peaked at $903K in Q4 2021. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Maltin Wealth Management held 444 shares of Vanguard S&P 500 ETF worth $305K as of Q2 2026.
Maltin Wealth Management bought 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.1% of Maltin Wealth Management's portfolio in Q2 2026, its #113 holding.
Maltin Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 14 quarters since.
Maltin Wealth Management's Vanguard S&P 500 ETF position peaked at $903K in Q4 2021.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.