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

MGB Wealth 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
2025 Q4	$2.55M	Sell	4,058 -130	-3%	-$80.8K	0.73%	24
2025 Q3	$2.56M	Buy	4,188 +3,830	+1,070%	+$2.26M	0.72%	24
2025 Q2	$203K	Buy	358 +348	+3,480%	+$183K	0.07%	208
2025 Q1	$5.14K	Hold	10	–	–	﹤0.01%	285
2024 Q4	$5.39K	Hold	10	–	–	﹤0.01%	279
2024 Q3	$5.28K	Hold	10	–	–	﹤0.01%	270
2024 Q2	$5.15K	Hold	10	–	–	﹤0.01%	269
2024 Q1	$4.81K	Hold	10	–	–	﹤0.01%	256
2023 Q4	$4.37K	Buy	+10	New	+$4.09K	﹤0.01%	252

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MGB Wealth Management's VOO Position: Q4 2025 in Review

MGB Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q4 2025, selling an estimated $80.8K and leaving 4,058 shares worth $2.55M. The position accounts for 0.73% of the portfolio, ranked #24.

MGB Wealth Management first reported a position in VOO in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.56M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

MGB Wealth Management held 4,058 shares of Vanguard S&P 500 ETF worth $2.55M as of Q4 2025.
MGB Wealth Management sold 130 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $80.8K.
Vanguard S&P 500 ETF made up 0.73% of MGB Wealth Management's portfolio in Q4 2025, its #24 holding.
MGB Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Vanguard S&P 500 ETF position peaked at $2.56M in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.