MidAtlantic Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

MidAtlantic Capital 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
2026 Q2	$556K	Sell	810 -11	-1%	-$7.33K	0.35%	61
2026 Q1	$491K	Sell	821 -134	-14%	-$83.8K	0.34%	60
2025 Q4	$599K	Sell	955 -44	-4%	-$27.3K	0.38%	53
2025 Q3	$612K	Hold	999	–	–	0.42%	55
2025 Q2	$567K	Hold	999	–	–	0.4%	58
2025 Q1	$513K	Sell	999 -7	-0.7%	-$3.78K	0.4%	55
2024 Q4	$542K	Buy	1,006 +25	+3%	+$13.5K	0.4%	54
2024 Q3	$518K	Sell	981 -22	-2%	-$11.2K	0.38%	55
2024 Q2	$501K	Buy	1,003 +36	+4%	+$17.3K	0.42%	50
2024 Q1	$465K	Buy	967 +140	+17%	+$64.1K	0.41%	50
2023 Q4	$361K	Buy	+827	New	+$339K	0.35%	57

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

MidAtlantic Capital Management's VOO Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, selling an estimated $7.33K and leaving 810 shares worth $556K. The position accounts for 0.35% of the portfolio, ranked #61.

MidAtlantic Capital Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $612K in Q3 2025. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MidAtlantic Capital Management held 810 shares of Vanguard S&P 500 ETF worth $556K as of Q2 2026.
MidAtlantic Capital Management sold 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
Vanguard S&P 500 ETF made up 0.35% of MidAtlantic Capital Management's portfolio in Q2 2026, its #61 holding.
MidAtlantic Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's Vanguard S&P 500 ETF position peaked at $612K in Q3 2025.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.