MWM
VOO icon

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

Mission 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
Q1 		$11.2M Buy
18,682
+1,518
+9% +$949K 0.23% 66
2025
Q4 		$10.8M Buy
17,164
+335
+2% +$208K 0.21% 65
2025
Q3 		$10.3M Sell
16,829
-398
-2% -$235K 0.2% 66
2025
Q2 		$9.79M Buy
17,227
+490
+3% +$258K 0.21% 65
2025
Q1 		$8.6M Buy
16,737
+431
+3% +$233K 0.21% 65
2024
Q4 		$8.79M Buy
16,306
+484
+3% +$262K 0.2% 64
2024
Q3 		$8.35M Sell
15,822
-2,215
-12% -$1.13M 0.2% 67
2024
Q2 		$9.02M Buy
18,037
+3,663
+25% +$1.76M 0.24% 58
2024
Q1 		$6.91M Buy
14,374
+2,586
+22% +$1.18M 0.18% 82
2023
Q4 		$5.15M Sell
11,788
-2,275
-16% -$931K 0.17% 80
2023
Q3 		$5.52M Buy
14,063
+2,085
+17% +$853K 0.21% 67
2023
Q2 		$4.88M Buy
11,978
+1,312
+12% +$506K 0.18% 70
2023
Q1 		$4.01M Sell
10,666
-3,518
-25% -$1.29M 0.17% 77
2022
Q4 		$4.98M Buy
14,184
+3,327
+31% +$1.18M 0.24% 55
2022
Q3 		$3.56M Sell
10,857
-177
-2% -$64.6K 0.19% 72
2022
Q2 		$3.83M Buy
11,034
+270
+3% +$102K 0.2% 67
2022
Q1 		$4.47M Sell
10,764
-39
-0.4% -$16K 0.21% 63
2021
Q4 		$4.72M Sell
10,803
-1,129
-9% -$477K 0.21% 61
2021
Q3 		$4.71M Sell
11,932
-773
-6% -$314K 0.24% 57
2021
Q2 		$5M Buy
12,705
+153
+1% +$58.7K 0.27% 52
2021
Q1 		$4.57M Buy
12,552
+441
+4% +$156K 0.27% 52
2020
Q4 		$4.16M Sell
12,111
-473
-4% -$154K 0.26% 51
2020
Q3 		$3.87M Buy
12,584
+931
+8% +$284K 0.29% 48
2020
Q2 		$3.3M Sell
11,653
-399
-3% -$107K 0.29% 50
2020
Q1 		$2.85M Buy
12,052
+734
+6% +$206K 0.32% 45
2019
Q4 		$3.35M Buy
11,318
+882
+8% +$249K 0.32% 47
2019
Q3 		$2.85M Buy
10,436
+942
+10% +$256K 0.3% 53
2019
Q2 		$2.56M Hold
9,494
– – 0.29% 56
2019
Q1 		$2.46M Buy
9,494
+5
+0.1% +$1.25K 0.29% 54
2018
Q4 		$2.18M Sell
9,489
-174
-2% -$43.1K 0.28% 52
2018
Q3 		$2.58M Buy
9,663
+2,193
+29% +$574K 0.34% 44
2018
Q2 		$1.86M Buy
7,470
+183
+3% +$45.4K 0.28% 51
2018
Q1 		$1.76M Sell
7,287
-1,000
-12% -$251K 0.28% 44
2017
Q4 		$2.03M Buy
8,287
+1,607
+24% +$384K 0.35% 40
2017
Q3 		$1.54M Buy
6,680
+120
+2% +$27.2K 0.28% 43
2017
Q2 		$1.46M Hold
6,560
– – 0.28% 44
2017
Q1 		$1.42M Hold
6,560
– – 0.28% 41
2016
Q4 		$1.35M Buy
6,560
+3,252
+98% +$653K 0.27% 42
2016
Q3 		$657K Buy
3,308
+871
+36% +$173K 0.16% 72
2016
Q2 		$468K Sell
2,437
-251
-9% -$47.8K 0.12% 82
2016
Q1 		$507K Buy
2,688
+826
+44% +$148K 0.14% 76
2015
Q4 		$348K Hold
1,862
– – 0.1% 94
2015
Q3 		$327K Hold
1,862
– – 0.1% 91
2015
Q2 		$352K Buy
+1,862
New +$359K 0.12% 86

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Mission Wealth Management's VOO Position: Q1 2026 in Review

Mission Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 8.8% in Q1 2026, buying an estimated $949K and bringing the position to 18,682 shares worth $11.2M. The position accounts for 0.23% of the portfolio, ranked #66.

Mission Wealth Management first reported a position in VOO in Q2 2015 and has held it in 44 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Mission Wealth Management held 18,682 shares of Vanguard S&P 500 ETF worth $11.2M as of Q1 2026.
  • Mission Wealth Management bought 1,518 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $949K.
  • Vanguard S&P 500 ETF made up 0.23% of Mission Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Mission Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2015 and has held it in 44 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.