MWA
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Mills Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Mills Wealth 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 		$432K Buy
628
+53
+9% +$35.3K 0.14% 54
2026
Q1 		$343K Sell
575
-618
-52% -$386K 0.12% 55
2025
Q4 		$748K Sell
1,193
-11
-0.9% -$6.84K 0.3% 41
2025
Q3 		$737K Sell
1,204
-10
-0.8% -$5.89K 0.3% 40
2025
Q2 		$689K Buy
1,214
+31
+3% +$16.3K 0.32% 38
2025
Q1 		$608K Sell
1,183
-109
-8% -$58.9K 0.32% 39
2024
Q4 		$696K Buy
1,292
+50
+4% +$27.1K 0.4% 35
2024
Q3 		$655K Sell
1,242
-24
-2% -$12.2K 0.45% 31
2024
Q2 		$633K Sell
1,266
-34
-3% -$16.4K 0.45% 30
2024
Q1 		$625K Sell
1,300
-78
-6% -$35.7K 0.46% 32
2023
Q4 		$602K Sell
1,378
-38
-3% -$15.6K 0.46% 29
2023
Q3 		$556K Sell
1,416
-129
-8% -$52.7K 0.45% 29
2023
Q2 		$629K Buy
1,545
+16
+1% +$6.17K 0.48% 28
2023
Q1 		$575K Sell
1,529
-271
-15% -$99.4K 0.46% 29
2022
Q4 		$632K Buy
+1,800
New +$636K 0.57% 34

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Mills Wealth Advisors's VOO Position: Q2 2026 in Review

Mills Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 9.2% in Q2 2026, buying an estimated $35.3K and bringing the position to 628 shares worth $432K. The position accounts for 0.14% of the portfolio, ranked #54.

Mills Wealth Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $748K in Q4 2025. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Mills Wealth Advisors held 628 shares of Vanguard S&P 500 ETF worth $432K as of Q2 2026.
  • Mills Wealth Advisors bought 53 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $35.3K.
  • Vanguard S&P 500 ETF made up 0.14% of Mills Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • Mills Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Mills Wealth Advisors's Vanguard S&P 500 ETF position peaked at $748K in Q4 2025.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.