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 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%	+$7.07K	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

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

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 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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MinichMacGregor Wealth Management's VOO Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, buying an estimated $72.7K and bringing the position to 750 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #77.

MinichMacGregor Wealth Management first reported a position in VOO in Q1 2017 and has held it in 12 quarters since. The position peaked at $518K in Q1 2020. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MinichMacGregor Wealth Management held 750 shares of Vanguard S&P 500 ETF worth $515K as of Q2 2026.
MinichMacGregor Wealth Management bought 109 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $72.7K.
Vanguard S&P 500 ETF made up 0.08% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #77 holding.
MinichMacGregor Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 12 quarters since.
MinichMacGregor Wealth Management's Vanguard S&P 500 ETF position peaked at $518K in Q1 2020.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.