MHB
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Midwest Heritage Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

Midwest Heritage Bank’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 		$1.8M Buy
2,621
+7
+0.3% +$4.67K 0.51% 23
2026
Q1 		$1.56M Buy
2,614
+61
+2% +$38.1K 0.5% 23
2025
Q4 		$1.6M Buy
2,553
+17
+0.7% +$10.6K 0.55% 22
2025
Q3 		$1.55M Buy
2,536
+6
+0.2% +$3.54K 0.55% 22
2025
Q2 		$1.44M Buy
2,530
+106
+4% +$55.7K 0.54% 22
2025
Q1 		$1.25M Buy
2,424
+5
+0.2% +$2.7K 0.51% 23
2024
Q4 		$1.3M Buy
2,419
+8
+0.3% +$4.33K 0.6% 24
2024
Q3 		$1.27M Buy
2,411
+5
+0.2% +$2.54K 0.6% 22
2024
Q2 		$1.2M Hold
2,406
– – 0.61% 22
2024
Q1 		$1.16M Buy
2,406
+4
+0.2% +$1.83K 0.61% 24
2023
Q4 		$1.05M Sell
2,402
-200
-8% -$81.9K 0.71% 24
2023
Q3 		$1.02M Sell
2,602
-117
-4% -$47.8K 0.77% 24
2023
Q2 		$1.11M Hold
2,719
– – 0.84% 24
2023
Q1 		$1.02M Sell
2,719
-78
-3% -$28.6K 0.82% 24
2022
Q4 		$983K Sell
2,797
-220
-7% -$77.7K 0.95% 26
2022
Q3 		$990K Sell
3,017
-324
-10% -$118K 1.04% 22
2022
Q2 		$1.16M Buy
3,341
+428
+15% +$161K 1.05% 21
2022
Q1 		$1.21M Buy
2,913
+527
+22% +$216K 0.95% 20
2021
Q4 		$1.04M Buy
+2,386
New +$1.01M 1.01% 24

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Midwest Heritage Bank's VOO Position: Q2 2026 in Review

Midwest Heritage Bank increased its Vanguard S&P 500 ETF (VOO) stake by 0.27% in Q2 2026, buying an estimated $4.67K and bringing the position to 2,621 shares worth $1.8M. The position accounts for 0.51% of the portfolio, ranked #23.

Midwest Heritage Bank first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Midwest Heritage Bank held 2,621 shares of Vanguard S&P 500 ETF worth $1.8M as of Q2 2026.
  • Midwest Heritage Bank bought 7 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.67K.
  • Vanguard S&P 500 ETF made up 0.51% of Midwest Heritage Bank's portfolio in Q2 2026, its #23 holding.
  • Midwest Heritage Bank first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.