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

MFA Wealth Services’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	$502K	Buy	730 +2	+0.3%	+$1.33K	0.3%	80
2026 Q1	$435K	Buy	728 +19	+3%	+$11.9K	0.29%	84
2025 Q4	$445K	Sell	709 -1	-0.1%	-$621	0.3%	78
2025 Q3	$434K	Buy	710 +3	+0.4%	+$1.77K	0.3%	77
2025 Q2	$402K	Hold	707	–	–	0.3%	77
2025 Q1	$364K	Buy	707 +18	+3%	+$9.73K	0.3%	78
2024 Q4	$371K	Buy	+689	New	+$373K	0.3%	76

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 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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MFA Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.27% in Q2 2026, buying an estimated $1.33K and bringing the position to 730 shares worth $502K. The position accounts for 0.3% of the portfolio, ranked #80.

MFA Wealth Services first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MFA Wealth Services held 730 shares of Vanguard S&P 500 ETF worth $502K as of Q2 2026.
MFA Wealth Services bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.3% of MFA Wealth Services's portfolio in Q2 2026, its #80 holding.
MFA Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.