MinichMacGregor Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

MinichMacGregor Wealth Management’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 Q3	$549K	Buy	782 +32	+4%	+$22.4K	0.09%	76
2026 Q2	$515K	Buy	750 +109	+17%	+$72.7K	0.08%	77
2026 Q1	$383K	Buy	641 +252	+65%	+$158K	0.07%	79
2025 Q4	$244K	Sell	389 -51	-12%	-$31.7K	0.04%	116
2025 Q3	$269K	Buy	+440	New	+$259K	0.05%	116
2020 Q2	–	Sell	-2,030	Closed	-$518K	–	117
2020 Q1	$518K	Buy	+2,030	New	+$569K	0.46%	58
2018 Q4	–	Sell	-137	Closed	-$36K	–	508
2018 Q3	$36K	Buy	137 +27	+25%	+$7.06K	0.02%	153
2018 Q2	$27K	Hold	110	–	–	0.02%	175
2018 Q1	$26K	Hold	110	–	–	0.02%	182
2017 Q4	$26K	Hold	110	–	–	0.02%	176
2017 Q3	$25K	Hold	110	–	–	0.02%	172
2017 Q2	$24K	Hold	110	–	–	0.02%	168
2017 Q1	$23K	Buy	+110	New	+$23.5K	0.02%	166

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

MinichMacGregor Wealth Management's VOO Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q3 2026, buying an estimated $22.4K and bringing the position to 782 shares worth $549K. The position accounts for 0.09% of the portfolio, ranked #76.

MinichMacGregor Wealth Management first reported a position in VOO in Q1 2017 and has held it in 13 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

MinichMacGregor Wealth Management held 782 shares of Vanguard S&P 500 ETF worth $549K as of Q3 2026.
MinichMacGregor Wealth Management bought 32 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $22.4K.
Vanguard S&P 500 ETF made up 0.09% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #76 holding.
MinichMacGregor Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 13 quarters since.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.