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 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

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

Midwest Financial Group's VOO Position: Q1 2026 in Review

Midwest Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q1 2026, buying an estimated $8.76K and bringing the position to 1,319 shares worth $788K. The position accounts for 0.34% of the portfolio, ranked #64.

Midwest Financial Group first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $818K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Midwest Financial Group held 1,319 shares of Vanguard S&P 500 ETF worth $788K as of Q1 2026.
Midwest Financial Group bought 14 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $8.76K.
Vanguard S&P 500 ETF made up 0.34% of Midwest Financial Group's portfolio in Q1 2026, its #64 holding.
Midwest Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Midwest Financial Group's Vanguard S&P 500 ETF position peaked at $818K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.