MPW
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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MGO Private Wealth's VOO Position: Q1 2026 in Review

MGO Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 86% in Q1 2026, selling an estimated $31.8M and leaving 8,444 shares worth $5.05M. The position accounts for 27.11% of the portfolio, ranked #1.

MGO Private Wealth first reported a position in VOO in Q3 2022 and has held it in 15 quarters since. The position peaked at $38.2M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • MGO Private Wealth held 8,444 shares of Vanguard S&P 500 ETF worth $5.05M as of Q1 2026.
  • MGO Private Wealth sold 50,892 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $31.8M.
  • Vanguard S&P 500 ETF made up 27.11% of MGO Private Wealth's portfolio in Q1 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 15 quarters since.
  • MGO Private Wealth's Vanguard S&P 500 ETF position peaked at $38.2M in Q3 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MGO Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.