MIA
VOO icon

Milestone Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Milestone Investment Advisors’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 		$23.4K Hold
34
– – 0.01% 122
2026
Q1 		$20.3K Sell
34
-3
-8% -$1.88K ﹤0.01% 121
2025
Q4 		$23.2K Hold
37
– – 0.01% 118
2025
Q3 		$22.7K Hold
37
– – 0.01% 110
2025
Q2 		$21K Hold
37
– – 0.01% 111
2025
Q1 		$19K Hold
37
– – 0.01% 114
2024
Q4 		$19.9K Hold
37
– – 0.01% 115
2024
Q3 		$19.5K Hold
37
– – 0.01% 114
2024
Q2 		$18.5K Buy
37
+3
+9% +$1.44K ﹤0.01% 113
2024
Q1 		$16.3K Hold
34
– – ﹤0.01% 112
2023
Q4 		$14.9K Hold
34
– – ﹤0.01% 109
2023
Q3 		$13.4K Sell
34
-32
-48% -$13.1K ﹤0.01% 280
2023
Q2 		$26.9K Sell
66
-7
-10% -$2.7K 0.01% 95
2023
Q1 		$27.5K Sell
73
-2
-3% -$733 0.01% 248
2022
Q4 		$26.4K Buy
+75
New +$26.5K 0.01% 96

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

Milestone Investment Advisors's VOO Position: Q2 2026 in Review

Milestone Investment Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 34 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #122.

Milestone Investment Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.5K in Q1 2023. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Milestone Investment Advisors held 34 shares of Vanguard S&P 500 ETF worth $23.4K as of Q2 2026.
  • Milestone Investment Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • Milestone Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's Vanguard S&P 500 ETF position peaked at $27.5K in Q1 2023.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.