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Mesirow Financial Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Mesirow Financial Investment Management’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 		$151M Buy
219,307
+11,427
+5% +$7.62M 2.37% 8
2026
Q1 		$124M Buy
207,880
+65,206
+46% +$40.8M 2.01% 11
2025
Q4 		$89.5M Sell
142,674
-57,072
-29% -$35.5M 1.84% 12
2025
Q3 		$122M Sell
199,746
-2,240
-1% -$1.32M 2.19% 9
2025
Q2 		$115M Buy
201,986
+3,165
+2% +$1.66M 2.24% 8
2025
Q1 		$102M Buy
198,821
+2,216
+1% +$1.2M 1.98% 8
2024
Q4 		$106M Buy
196,605
+1,039
+0.5% +$563K 2.1% 9
2024
Q3 		$103M Sell
195,566
-3,233
-2% -$1.64M 2% 9
2024
Q2 		$99.5M Buy
198,799
+7,902
+4% +$3.8M 2.24% 9
2024
Q1 		$91.8M Buy
190,897
+9,707
+5% +$4.44M 2.09% 8
2023
Q4 		$77.2M Buy
+181,190
New +$74.2M 2.82% 7

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

Mesirow Financial Investment Management's VOO Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q2 2026, buying an estimated $7.62M and bringing the position to 219,307 shares worth $151M. The position accounts for 2.37% of the portfolio, ranked #8.

Mesirow Financial Investment Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Mesirow Financial Investment Management held 219,307 shares of Vanguard S&P 500 ETF worth $151M as of Q2 2026.
  • Mesirow Financial Investment Management bought 11,427 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.62M.
  • Vanguard S&P 500 ETF made up 2.37% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #8 holding.
  • Mesirow Financial Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.