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

Midwest Trust’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	$92.8M	Sell	135,179 -1,451	-1%	-$967K	1.05%	20
2026 Q1	$81.6M	Sell	136,630 -15,500	-10%	-$9.69M	1.02%	21
2025 Q4	$95.4M	Buy	152,130 +40,942	+37%	+$25.4M	1.19%	14
2025 Q3	$68.1M	Buy	111,188 +3,708	+3%	+$2.19M	0.89%	27
2025 Q2	$61.1M	Buy	+107,480	New	+$56.5M	0.85%	29

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 Trust's VOO Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, selling an estimated $967K and leaving 135,179 shares worth $92.8M. The position accounts for 1.05% of the portfolio, ranked #20.

Midwest Trust first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $95.4M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Midwest Trust held 135,179 shares of Vanguard S&P 500 ETF worth $92.8M as of Q2 2026.
Midwest Trust sold 1,451 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $967K.
Vanguard S&P 500 ETF made up 1.05% of Midwest Trust's portfolio in Q2 2026, its #20 holding.
Midwest Trust first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Midwest Trust's Vanguard S&P 500 ETF position peaked at $95.4M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.