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

MGO Private 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 		$5.8M Sell
8,158
-286
-3% -$191K 28% 1
2026
Q1 		$5.05M Sell
8,444
-50,892
-86% -$31.8M 27.11% 1
2025
Q4 		$37.2M Sell
59,336
-3,055
-5% -$1.9M 23.04% 1
2025
Q3 		$38.2M Sell
62,391
-2,026
-3% -$1.19M 22.91% 1
2025
Q2 		$36.6M Buy
64,417
+7,468
+13% +$3.92M 23.43% 1
2025
Q1 		$29.3M Sell
56,949
-848
-1% -$458K 20.64% 1
2024
Q4 		$31.1M Buy
57,797
+193
+0.3% +$105K 22.16% 1
2024
Q3 		$30.4M Buy
57,604
+7,177
+14% +$3.65M 21.64% 1
2024
Q2 		$25.2M Sell
50,427
-2,448
-5% -$1.18M 15.84% 1
2024
Q1 		$25.4M Buy
52,875
+5,098
+11% +$2.33M 15.95% 1
2023
Q4 		$20.9M Sell
47,777
-1,128
-2% -$462K 14.35% 1
2023
Q3 		$19.2M Buy
48,905
+7,623
+18% +$3.12M 14.34% 1
2023
Q2 		$16.8M Buy
41,282
+2,765
+7% +$1.07M 12.66% 1
2023
Q1 		$14.5M Buy
38,517
+5,634
+17% +$2.07M 11.35% 1
2022
Q4 		$11.6M Buy
32,883
+8,303
+34% +$2.93M 5.27% 2
2022
Q3 		$8.07M Buy
+24,580
New +$8.98M 3.84% 5

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

MGO Private Wealth's VOO Position: Q2 2026 in Review

MGO Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q2 2026, selling an estimated $191K and leaving 8,158 shares worth $5.8M. The position accounts for 28% of the portfolio, ranked #1.

MGO Private Wealth first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. The position peaked at $38.2M in Q3 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • MGO Private Wealth held 8,158 shares of Vanguard S&P 500 ETF worth $5.8M as of Q2 2026.
  • MGO Private Wealth sold 286 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $191K.
  • Vanguard S&P 500 ETF made up 28% of MGO Private Wealth's portfolio in Q2 2026, its #1 holding.
  • MGO Private Wealth first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • MGO Private Wealth's Vanguard S&P 500 ETF position peaked at $38.2M in Q3 2025.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MGO Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.