MBE Wealth Management
VOO icon

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

MBE 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
Q3 		$432K Buy
617
+309
+100% +$216K 0.15% 95
2026
Q2 		$212K Buy
+308
New +$205K 0.07% 157

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

MBE Wealth Management's VOO Position: Q3 2026 in Review

MBE Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 100% in Q3 2026, buying an estimated $216K and bringing the position to 617 shares worth $432K. The position accounts for 0.15% of the portfolio, ranked #95.

MBE Wealth Management first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • MBE Wealth Management held 617 shares of Vanguard S&P 500 ETF worth $432K as of Q3 2026.
  • MBE Wealth Management bought 309 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $216K.
  • Vanguard S&P 500 ETF made up 0.15% of MBE Wealth Management's portfolio in Q3 2026, its #95 holding.
  • MBE Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.