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

Medallion Wealth Advisors’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	$4.02M	Sell	5,856 -107	-2%	-$71.3K	1.27%	13
2026 Q1	$3.56M	Buy	5,963 +220	+4%	+$138K	1.16%	15
2025 Q4	$3.6M	Buy	5,743 +778	+16%	+$483K	1.21%	13
2025 Q3	$3.04M	Buy	4,965 +76	+2%	+$44.8K	1.08%	16
2025 Q2	$2.78M	Sell	4,889 -1,658	-25%	-$871K	1.07%	16
2025 Q1	$3.38M	Buy	6,547 +216	+3%	+$117K	1.53%	11
2024 Q4	$3.4M	Buy	+6,331	New	+$3.43M	1.68%	10

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

Medallion Wealth Advisors's VOO Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q2 2026, selling an estimated $71.3K and leaving 5,856 shares worth $4.02M. The position accounts for 1.27% of the portfolio, ranked #13.

Medallion Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Medallion Wealth Advisors held 5,856 shares of Vanguard S&P 500 ETF worth $4.02M as of Q2 2026.
Medallion Wealth Advisors sold 107 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $71.3K.
Vanguard S&P 500 ETF made up 1.27% of Medallion Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Medallion Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.