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

MilWealth 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	$399K	Hold	667	–	–	0.09%	21
2025 Q4	$418K	Hold	667	–	–	0.1%	21
2025 Q3	$408K	Hold	667	–	–	0.1%	20
2025 Q2	$379K	Sell	667 -409	-38%	-$215K	0.1%	20
2025 Q1	$553K	Buy	1,076 +409	+61%	+$221K	0.15%	19
2024 Q4	$359K	Hold	667	–	–	0.1%	24
2024 Q3	$352K	Hold	667	–	–	0.1%	23
2024 Q2	$334K	Hold	667	–	–	0.11%	23
2024 Q1	$321K	Sell	667 -10	-1%	-$4.58K	0.1%	23
2023 Q4	$296K	Hold	677	–	–	0.1%	23
2023 Q3	$266K	Hold	677	–	–	0.1%	21
2023 Q2	$276K	Hold	677	–	–	0.11%	21
2023 Q1	$255K	Hold	677	–	–	0.1%	20
2022 Q4	$238K	Hold	677	–	–	0.1%	20
2022 Q3	$222K	Sell	677 -5,805	-90%	-$2.12M	0.1%	21
2022 Q2	$2.25M	Buy	6,482 +4,507	+228%	+$1.7M	0.97%	13
2022 Q1	$820K	Buy	+1,975	New	+$809K	0.31%	18
2020 Q1	–	Sell	-118	Closed	-$34.9K	–	88
2019 Q4	$34.9K	Buy	+118	New	+$33.4K	0.03%	36

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MilWealth Group's VOO Position: Q1 2026 in Review

MilWealth Group held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 667 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #21.

MilWealth Group first reported a position in VOO in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.25M in Q2 2022. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

MilWealth Group held 667 shares of Vanguard S&P 500 ETF worth $399K as of Q1 2026.
MilWealth Group left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.09% of MilWealth Group's portfolio in Q1 2026, its #21 holding.
MilWealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 18 quarters since.
MilWealth Group's Vanguard S&P 500 ETF position peaked at $2.25M in Q2 2022.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MilWealth Group's 13F filing for Q1 2026, filed 1 May 2026.