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

Mattern 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	$475K	Sell	692 -287	-29%	-$191K	0.08%	113
2026 Q1	$585K	Sell	979 -21	-2%	-$13.1K	0.11%	81
2025 Q4	$627K	Sell	1,000 -5	-0.5%	-$3.11K	0.12%	80
2025 Q3	$616K	Sell	1,005 -22	-2%	-$13K	0.12%	77
2025 Q2	$583K	Buy	1,027 +54	+6%	+$28.4K	0.12%	84
2025 Q1	$500K	Sell	973 -33	-3%	-$17.8K	0.11%	97
2024 Q4	$542K	Buy	1,006 +402	+67%	+$218K	0.12%	95
2024 Q3	$319K	Buy	604 +1	+0.2%	+$508	0.07%	136
2024 Q2	$302K	Hold	603	–	–	0.07%	139
2024 Q1	$290K	Sell	603 -38	-6%	-$17.4K	0.07%	142
2023 Q4	$280K	Buy	+641	New	+$262K	0.07%	143
2022 Q1	–	Sell	-783	Closed	-$342K	–	181
2021 Q4	$342K	Buy	+783	New	+$331K	0.1%	128

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

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

Mattern Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 29% in Q2 2026, selling an estimated $191K and leaving 692 shares worth $475K. The position accounts for 0.08% of the portfolio, ranked #113.

Mattern Wealth Management first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. The position peaked at $627K in Q4 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mattern Wealth Management held 692 shares of Vanguard S&P 500 ETF worth $475K as of Q2 2026.
Mattern Wealth Management sold 287 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $191K.
Vanguard S&P 500 ETF made up 0.08% of Mattern Wealth Management's portfolio in Q2 2026, its #113 holding.
Mattern Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
Mattern Wealth Management's Vanguard S&P 500 ETF position peaked at $627K in Q4 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mattern Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.