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Milestone Asset Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Milestone Asset Management 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 		$7.39M Buy
12,371
+585
+5% +$366K 4.32% 2
2025
Q4 		$7.39M Buy
11,786
+1,279
+12% +$795K 4.17% 2
2025
Q3 		$6.43M Buy
10,507
+548
+6% +$323K 4.05% 3
2025
Q2 		$5.66M Buy
9,959
+654
+7% +$344K 4.19% 3
2025
Q1 		$4.78M Buy
9,305
+869
+10% +$470K 4.32% 2
2024
Q4 		$4.55M Buy
+8,436
New +$4.57M 4.06% 3

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Milestone Asset Management Group's VOO Position: Q1 2026 in Review

Milestone Asset Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q1 2026, buying an estimated $366K and bringing the position to 12,371 shares worth $7.39M. The position accounts for 4.32% of the portfolio, ranked #2.

Milestone Asset Management Group first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Milestone Asset Management Group held 12,371 shares of Vanguard S&P 500 ETF worth $7.39M as of Q1 2026.
  • Milestone Asset Management Group bought 585 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $366K.
  • Vanguard S&P 500 ETF made up 4.32% of Milestone Asset Management Group's portfolio in Q1 2026, its #2 holding.
  • Milestone Asset Management Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.