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

Members 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 		$1.93M Sell
2,807
-45
-2% -$30K 1.06% 24
2026
Q1 		$1.86M Sell
2,852
-47
-2% -$29.4K 1.11% 25
2025
Q4 		$1.85M Sell
2,899
-719
-20% -$447K 1.16% 23
2025
Q3 		$2.22M Buy
+3,618
New +$2.13M 1.41% 22
2025
Q1 		$1.03M Buy
2,009
+120
+6% +$64.9K 0.78% 31
2024
Q4 		$1.05M Buy
+1,889
New +$1.02M 0.78% 33
2024
Q2 		$2.05M Buy
+3,592
New +$1.73M 1.37% 21

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Members Wealth's VOO Position: Q2 2026 in Review

Members Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, selling an estimated $30K and leaving 2,807 shares worth $1.93M. The position accounts for 1.06% of the portfolio, ranked #24.

Members Wealth first reported a position in VOO in Q2 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q3 2025. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Members Wealth held 2,807 shares of Vanguard S&P 500 ETF worth $1.93M as of Q2 2026.
  • Members Wealth sold 45 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $30K.
  • Vanguard S&P 500 ETF made up 1.06% of Members Wealth's portfolio in Q2 2026, its #24 holding.
  • Members Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 7 quarters since.
  • Members Wealth's Vanguard S&P 500 ETF position peaked at $2.22M in Q3 2025.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.