Midwest Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Midwest Financial Group’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	$1.2M	Buy	1,752 +433	+33%	+$289K	0.42%	60
2026 Q1	$788K	Buy	1,319 +14	+1%	+$8.76K	0.34%	64
2025 Q4	$818K	Buy	1,305 +51	+4%	+$31.7K	0.36%	58
2025 Q3	$768K	Buy	1,254 +2	+0.2%	+$1.18K	0.37%	56
2025 Q2	$711K	Buy	1,252 +235	+23%	+$124K	0.37%	57
2025 Q1	$523K	Buy	1,017 +19	+2%	+$10.3K	0.3%	63
2024 Q4	$538K	Buy	998 +456	+84%	+$247K	0.31%	64
2024 Q3	$286K	Buy	542 +25	+5%	+$12.7K	0.17%	93
2024 Q2	$259K	Buy	517 +20	+4%	+$9.62K	0.16%	92
2024 Q1	$239K	Buy	497 +26	+6%	+$11.9K	0.16%	97
2023 Q4	$206K	Buy	+471	New	+$193K	0.15%	99

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

Midwest Financial Group's VOO Position: Q2 2026 in Review

Midwest Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 33% in Q2 2026, buying an estimated $289K and bringing the position to 1,752 shares worth $1.2M. The position accounts for 0.42% of the portfolio, ranked #60.

Midwest Financial Group 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.

Midwest Financial Group held 1,752 shares of Vanguard S&P 500 ETF worth $1.2M as of Q2 2026.
Midwest Financial Group bought 433 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $289K.
Vanguard S&P 500 ETF made up 0.42% of Midwest Financial Group's portfolio in Q2 2026, its #60 holding.
Midwest Financial Group 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 Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.