Midland Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Midland Wealth Advisors’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	$8.78M	Sell	12,789 -133	-1%	-$88.7K	0.41%	24
2026 Q1	$7.72M	Sell	12,922 -341	-3%	-$213K	0.4%	24
2025 Q4	$8.32M	Sell	13,263 -443	-3%	-$275K	0.43%	22
2025 Q3	$8.39M	Buy	13,706 +11	+0.1%	+$6.48K	0.45%	21
2025 Q2	$7.78M	Sell	13,695 -13	-0.1%	-$6.83K	0.43%	18
2025 Q1	$7.04M	Sell	13,708 -723	-5%	-$391K	0.41%	19
2024 Q4	$7.78M	Sell	14,431 -1,228	-8%	-$665K	0.47%	17
2024 Q3	$8.26M	Buy	15,659 +1	+0%	+$508	0.48%	17
2024 Q2	$7.83M	Buy	15,658 +683	+5%	+$329K	0.46%	18
2024 Q1	$7.2M	Sell	14,975 -374	-2%	-$171K	0.44%	17
2023 Q4	$6.7M	Buy	+15,349	New	+$6.28M	0.46%	15

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 22.96% 1-Year Est. Return

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

Midland Wealth Advisors's VOO Position: Q2 2026 in Review

Midland Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, selling an estimated $88.7K and leaving 12,789 shares worth $8.78M. The position accounts for 0.41% of the portfolio, ranked #24.

Midland Wealth Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Midland Wealth Advisors held 12,789 shares of Vanguard S&P 500 ETF worth $8.78M as of Q2 2026.
Midland Wealth Advisors sold 133 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $88.7K.
Vanguard S&P 500 ETF made up 0.41% of Midland Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Midland Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.