MASECO Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

MASECO 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 Q2	$25.8M	Buy	37,569 +1,886	+5%	+$1.26M	0.72%	28
2026 Q1	$21.3M	Sell	35,683 -1,001	-3%	-$626K	0.67%	28
2025 Q4	$23M	Buy	+36,684	New	+$22.8M	1%	21
2025 Q3	–	Sell	-40,567	Closed	-$23M	–	511
2025 Q2	$23M	Buy	+40,567	New	+$21.3M	0.88%	27

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

MASECO Private Wealth's VOO Position: Q2 2026 in Review

MASECO Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 5.3% in Q2 2026, buying an estimated $1.26M and bringing the position to 37,569 shares worth $25.8M. The position accounts for 0.72% of the portfolio, ranked #28.

MASECO Private Wealth first reported a position in VOO in Q2 2025 and has held it in 4 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MASECO Private Wealth held 37,569 shares of Vanguard S&P 500 ETF worth $25.8M as of Q2 2026.
MASECO Private Wealth bought 1,886 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.26M.
Vanguard S&P 500 ETF made up 0.72% of MASECO Private Wealth's portfolio in Q2 2026, its #28 holding.
MASECO Private Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.