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

Midwest Financial Network’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 Q3	$3.63M	Sell	5,176 -4,579	-47%	-$3.2M	2.47%	9
2026 Q2	$6.7M	Sell	9,755 -1,426	-13%	-$951K	4.58%	2
2026 Q1	$6.68M	Sell	11,181 -2,026	-15%	-$1.27M	5.31%	2
2025 Q4	$8.28M	Sell	13,207 -347	-3%	-$216K	6.39%	1
2025 Q3	$8.3M	Buy	13,554 +5,188	+62%	+$3.06M	6.74%	1
2025 Q2	$4.75M	Sell	8,366 -174	-2%	-$91.4K	4.72%	2
2025 Q1	$4.39M	Buy	8,540 +303	+4%	+$164K	4.38%	3
2024 Q4	$4.44M	Buy	+8,237	New	+$4.46M	4.61%	3

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Midwest Financial Network's VOO Position: Q3 2026 in Review

Midwest Financial Network reduced its Vanguard S&P 500 ETF (VOO) stake by 47% in Q3 2026, selling an estimated $3.2M and leaving 5,176 shares worth $3.63M. The position accounts for 2.47% of the portfolio, ranked #9.

Midwest Financial Network first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.3M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Midwest Financial Network held 5,176 shares of Vanguard S&P 500 ETF worth $3.63M as of Q3 2026.
Midwest Financial Network sold 4,579 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.2M.
Vanguard S&P 500 ETF made up 2.47% of Midwest Financial Network's portfolio in Q3 2026, its #9 holding.
Midwest Financial Network first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Midwest Financial Network's Vanguard S&P 500 ETF position peaked at $8.3M in Q3 2025.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Midwest Financial Network's 13F filing for Q3 2026, filed 13 Oct 2026.