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

MBL 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 		$5.85M Buy
8,510
+20
+0.2% +$13.3K 0.4% 50
2026
Q1 		$5.07M Buy
8,490
+141
+2% +$88.2K 0.38% 52
2025
Q4 		$5.24M Buy
8,349
+2,035
+32% +$1.26M 0.42% 54
2025
Q3 		$3.87M Buy
6,314
+723
+13% +$426K 0.34% 61
2025
Q2 		$3.18M Buy
5,591
+195
+4% +$102K 0.3% 63
2025
Q1 		$2.77M Buy
5,396
+160
+3% +$86.5K 0.28% 58
2024
Q4 		$2.82M Buy
5,236
+2,694
+106% +$1.46M 0.28% 59
2024
Q3 		$1.34M Sell
2,542
-16
-0.6% -$8.13K 0.14% 78
2024
Q2 		$1.28M Sell
2,558
-48
-2% -$23.1K 0.14% 75
2024
Q1 		$1.25M Buy
2,606
+1,344
+106% +$615K 0.14% 73
2023
Q4 		$551K Buy
1,262
+167
+15% +$68.4K 0.07% 113
2023
Q3 		$430K Sell
1,095
-27
-2% -$11K 0.06% 120
2023
Q2 		$457K Sell
1,122
-65
-5% -$25.1K 0.06% 115
2023
Q1 		$446K Sell
1,187
-200
-14% -$73.3K 0.07% 106
2022
Q4 		$487K Hold
1,387
– – 0.09% 101
2022
Q3 		$455K Hold
1,387
– – 0.1% 103
2022
Q2 		$481K Hold
1,387
– – 0.12% 96
2022
Q1 		$576K Buy
+1,387
New +$568K 0.14% 88

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

MBL Wealth's VOO Position: Q2 2026 in Review

MBL Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.24% in Q2 2026, buying an estimated $13.3K and bringing the position to 8,510 shares worth $5.85M. The position accounts for 0.4% of the portfolio, ranked #50.

MBL Wealth first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • MBL Wealth held 8,510 shares of Vanguard S&P 500 ETF worth $5.85M as of Q2 2026.
  • MBL Wealth bought 20 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard S&P 500 ETF made up 0.4% of MBL Wealth's portfolio in Q2 2026, its #50 holding.
  • MBL Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.