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 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

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

Midland Wealth Advisors's VOO Position: Q1 2026 in Review

Midland Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q1 2026, selling an estimated $213K and leaving 12,922 shares worth $7.72M. The position accounts for 0.4% of the portfolio, ranked #24.

Midland Wealth Advisors first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.39M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Midland Wealth Advisors held 12,922 shares of Vanguard S&P 500 ETF worth $7.72M as of Q1 2026.
Midland Wealth Advisors sold 341 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $213K.
Vanguard S&P 500 ETF made up 0.4% of Midland Wealth Advisors's portfolio in Q1 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 10 quarters since.
Midland Wealth Advisors's Vanguard S&P 500 ETF position peaked at $8.39M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.