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

MBM Wealth Consultants’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 		$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

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
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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. 1,992 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.
  • 1,992 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.