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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MidAtlantic Capital Management's VOO Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2026, selling an estimated $83.8K and leaving 821 shares worth $491K. The position accounts for 0.34% of the portfolio, ranked #60.

MidAtlantic Capital Management first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $612K in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

MidAtlantic Capital Management held 821 shares of Vanguard S&P 500 ETF worth $491K as of Q1 2026.
MidAtlantic Capital Management sold 134 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $83.8K.
Vanguard S&P 500 ETF made up 0.34% of MidAtlantic Capital Management's portfolio in Q1 2026, its #60 holding.
MidAtlantic Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's Vanguard S&P 500 ETF position peaked at $612K in Q3 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.