MBM Wealth Consultants’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $50.3M | Sell |
73,189
-668
| -0.9% | -$445K | 9.69% | 3 |
|
|
2026
Q1 | $44.1M | Buy |
73,857
+1,266
| +2% | +$792K | 10.13% | 3 |
|
|
2025
Q4 | $45.5M | Sell |
72,591
-485
| -0.7% | -$301K | 10.82% | 3 |
|
|
2025
Q3 | $44.8M | Sell |
73,076
-3,544
| -5% | -$2.09M | 11.11% | 3 |
|
|
2025
Q2 | $43.5M | Buy |
76,620
+1,348
| +2% | +$708K | 11.65% | 3 |
|
|
2025
Q1 | $38.7M | Buy |
75,272
+669
| +0.9% | +$362K | 11.43% | 3 |
|
|
2024
Q4 | $40.1M | Buy |
74,603
+448
| +0.6% | +$243K | 11.94% | 3 |
|
|
2024
Q3 | $39.1M | Buy |
74,155
+452
| +0.6% | +$230K | 12.34% | 3 |
|
|
2024
Q2 | $37.7M | Buy |
73,703
+258
| +0.4% | +$124K | 12.85% | 2 |
|
|
2024
Q1 | $35.3M | Buy |
73,445
+13
| +0% | +$5.95K | 12.42% | 3 |
|
|
2023
Q4 | $33.2M | Buy |
73,432
+2,930
| +4% | +$1.2M | 12.38% | 3 |
|
|
2023
Q3 | $27.9M | Buy |
70,502
+1,236
| +2% | +$505K | 12.15% | 3 |
|
|
2023
Q2 | $28.4M | Buy |
69,266
+9,455
| +16% | +$3.65M | 12.15% | 2 |
|
|
2023
Q1 | $25.3M | Hold |
59,811
| – | – | 10.31% | 3 |
|
|
2022
Q4 | $20.9M | Buy |
59,811
+1,980
| +3% | +$699K | 9.69% | 3 |
|
|
2022
Q3 | $19.6M | Buy |
57,831
+4,899
| +9% | +$1.79M | 9.44% | 3 |
|
|
2022
Q2 | $18.4M | Buy |
52,932
+2,097
| +4% | +$790K | 9.01% | 3 |
|
|
2022
Q1 | $21.1M | Buy |
50,835
+18,192
| +56% | +$7.45M | 8.77% | 3 |
|
|
2021
Q4 | $14.3M | Buy |
32,643
+2,920
| +10% | +$1.23M | 5.91% | 3 |
|
|
2021
Q3 | $11.7M | Buy |
29,723
+1,017
| +4% | +$413K | 5.35% | 3 |
|
|
2021
Q2 | $11.3M | Buy |
28,706
+1,409
| +5% | +$541K | 5.3% | 4 |
|
|
2021
Q1 | $9.94M | Buy |
27,297
+1,139
| +4% | +$404K | 5.05% | 6 |
|
|
2020
Q4 | $8.99M | Buy |
26,158
+2,534
| +11% | +$826K | 4.9% | 4 |
|
|
2020
Q3 | $7.27M | Buy |
23,624
+2,068
| +10% | +$630K | 4.64% | 6 |
|
|
2020
Q2 | $6.11M | Buy |
21,556
+7,192
| +50% | +$1.94M | 4.31% | 6 |
|
|
2020
Q1 | $3.4M | Buy |
14,364
+2,668
| +23% | +$748K | 2.82% | 11 |
|
|
2019
Q4 | $3.46M | Buy |
11,696
+950
| +9% | +$269K | 2.56% | 11 |
|
|
2019
Q3 | $2.93M | Sell |
10,746
-213
| -2% | -$57.8K | 2.3% | 11 |
|
|
2019
Q2 | $2.98M | Sell |
10,959
-44
| -0.4% | -$11.6K | 2.48% | 10 |
|
|
2019
Q1 | $2.86M | Sell |
11,003
-428
| -4% | -$107K | 2.5% | 10 |
|
|
2018
Q4 | $2.63M | Buy |
+11,431
| New | +$2.83M | 2.56% | 9 |
|
Other funds holding VOO
AA
MBM Wealth Consultants's VOO Position: Q2 2026 in Review
MBM Wealth Consultants reduced its Vanguard S&P 500 ETF (VOO) stake by 0.9% in Q2 2026, selling an estimated $445K and leaving 73,189 shares worth $50.3M. The position accounts for 9.69% of the portfolio, ranked #3.
MBM Wealth Consultants first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- MBM Wealth Consultants held 73,189 shares of Vanguard S&P 500 ETF worth $50.3M as of Q2 2026.
- MBM Wealth Consultants sold 668 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $445K.
- Vanguard S&P 500 ETF made up 9.69% of MBM Wealth Consultants's portfolio in Q2 2026, its #3 holding.
- MBM Wealth Consultants first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
- 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.