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

MFA 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 		$49M Buy
71,323
+3,123
+5% +$2.08M 8.35% 2
2026
Q1 		$40.8M Buy
68,200
+7,111
+12% +$4.45M 8.02% 4
2025
Q4 		$38.3M Buy
61,089
+2,598
+4% +$1.61M 8.1% 4
2025
Q3 		$35.8M Buy
58,491
+56,573
+2,950% +$33.3M 7.82% 4
2025
Q2 		$1.09M Buy
1,918
+692
+56% +$364K 0.26% 50
2025
Q1 		$630K Buy
+1,226
New +$663K 0.16% 53
2024
Q3 		– Hold
0
– – – 490
2024
Q2 		– Sell
-452
Closed -$217K – 528
2024
Q1 		$217K Buy
+452
New +$207K 0.06% 82
2022
Q3 		– Sell
-1,663
Closed -$577K – 64
2022
Q2 		$577K Sell
1,663
-9
-0.5% -$3.39K 0.21% 44
2022
Q1 		$694K Buy
1,672
+50
+3% +$20.5K 0.22% 46
2021
Q4 		$708K Hold
1,622
– – 0.3% 42
2021
Q3 		$640K Hold
1,622
– – 0.29% 42
2021
Q2 		$638K Sell
1,622
-266
-14% -$102K 0.29% 43
2021
Q1 		$688K Hold
1,888
– – 0.33% 38
2020
Q4 		$649K Hold
1,888
– – 0.58% 26
2020
Q3 		$581K Sell
1,888
-55
-3% -$16.8K 0.62% 25
2020
Q2 		$551K Buy
1,943
+55
+3% +$14.8K 0.36% 33
2020
Q1 		$447K Hold
1,888
– – 0.43% 35
2019
Q4 		$558K Hold
1,888
– – 0.4% 28
2019
Q3 		$515K Hold
1,888
– – 0.42% 29
2019
Q2 		$508K Hold
1,888
– – 0.38% 31
2019
Q1 		$490K Hold
1,888
– – 0.32% 42
2018
Q4 		$434K Hold
1,888
– – 0.43% 28
2018
Q3 		$472K Hold
1,888
– – 0.35% 36
2018
Q2 		$494K Hold
1,888
– – 0.32% 40
2018
Q1 		$461K Buy
+1,888
New +$474K 0.35% 37

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

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

MFA Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q2 2026, buying an estimated $2.08M and bringing the position to 71,323 shares worth $49M. The position accounts for 8.35% of the portfolio, ranked #2.

MFA Wealth Advisors first reported a position in VOO in Q1 2018 and has held it in 25 quarters since. 1,975 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • MFA Wealth Advisors held 71,323 shares of Vanguard S&P 500 ETF worth $49M as of Q2 2026.
  • MFA Wealth Advisors bought 3,123 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.08M.
  • Vanguard S&P 500 ETF made up 8.35% of MFA Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • MFA Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 25 quarters since.
  • 1,975 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.