MFG
VOO icon

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

MidWestOne 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
2025
Q4 		$2.46M Sell
3,915
-136
-3% -$84.5K 0.27% 76
2025
Q3 		$2.48M Sell
4,051
-86
-2% -$50.7K 0.3% 75
2025
Q2 		$2.35M Sell
4,137
-287
-6% -$151K 0.31% 72
2025
Q1 		$2.27M Sell
4,424
-759
-15% -$410K 0.32% 72
2024
Q4 		$2.79M Sell
5,183
-631
-11% -$342K 0.39% 61
2024
Q3 		$3.07M Sell
5,814
-23
-0.4% -$11.7K 0.42% 47
2024
Q2 		$2.92M Sell
5,837
-266
-4% -$128K 0.53% 42
2024
Q1 		$2.93M Sell
6,103
-3,457
-36% -$1.58M 0.53% 44
2023
Q4 		$4.18M Buy
9,560
+1,359
+17% +$556K 0.79% 14
2023
Q3 		$3.22M Buy
8,201
+458
+6% +$187K 0.73% 22
2023
Q2 		$3.15M Sell
7,743
-104
-1% -$40.1K 0.68% 26
2023
Q1 		$2.95M Buy
7,847
+97
+1% +$35.6K 0.67% 20
2022
Q4 		$2.72M Buy
7,750
+864
+13% +$305K 0.61% 22
2022
Q3 		$2.26M Buy
6,886
+2,255
+49% +$824K 0.58% 32
2022
Q2 		$1.61M Buy
4,631
+851
+23% +$321K 0.4% 49
2022
Q1 		$1.57M Sell
3,780
-326
-8% -$133K 0.34% 66
2021
Q4 		$1.79M Buy
4,106
+997
+32% +$421K 0.38% 59
2021
Q3 		$1.23M Buy
3,109
+115
+4% +$46.7K 0.29% 78
2021
Q2 		$1.18M Buy
2,994
+58
+2% +$22.3K 0.28% 88
2021
Q1 		$1.07M Buy
2,936
+416
+17% +$148K 0.26% 90
2020
Q4 		$866K Sell
2,520
-268
-10% -$87.4K 0.24% 108
2020
Q3 		$858K Buy
+2,788
New +$849K 0.28% 99
2020
Q2 		– Sell
-3,204
Closed -$759K – 191
2020
Q1 		$759K Sell
3,204
-1,419
-31% -$398K 0.28% 85
2019
Q4 		$1.37M Buy
4,623
+3,519
+319% +$995K 0.28% 63
2019
Q3 		$301K Buy
1,104
+25
+2% +$6.79K 0.09% 173
2019
Q2 		$290K Buy
+1,079
New +$285K 0.08% 211

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MidWestOne Financial Group's VOO Position: Q4 2025 in Review

MidWestOne Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 3.4% in Q4 2025, selling an estimated $84.5K and leaving 3,915 shares worth $2.46M. The position accounts for 0.27% of the portfolio, ranked #76.

MidWestOne Financial Group first reported a position in VOO in Q2 2019 and has held it in 26 quarters since. The position peaked at $4.18M in Q4 2023. 3,833 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • MidWestOne Financial Group held 3,915 shares of Vanguard S&P 500 ETF worth $2.46M as of Q4 2025.
  • MidWestOne Financial Group sold 136 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $84.5K.
  • Vanguard S&P 500 ETF made up 0.27% of MidWestOne Financial Group's portfolio in Q4 2025, its #76 holding.
  • MidWestOne Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 26 quarters since.
  • MidWestOne Financial Group's Vanguard S&P 500 ETF position peaked at $4.18M in Q4 2023.
  • 3,833 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.