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

Mittelman 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	$12.4M	Sell	3,714 -13,970	-79%	-$9.31M	8.23%	3
2026 Q1	$10.6M	Sell	17,684 -696	-4%	-$435K	6.59%	6
2025 Q4	$11.5M	Sell	18,380 -989	-5%	-$615K	7.49%	5
2025 Q3	$11.9M	Buy	19,369 +81	+0.4%	+$47.7K	7.77%	5
2025 Q2	$11M	Sell	19,288 -4,343	-18%	-$2.28M	9.25%	4
2025 Q1	$12.1M	Sell	23,631 -1,168	-5%	-$631K	10.96%	4
2024 Q4	$13.4M	Sell	24,799 -15,016	-38%	-$8.13M	12.43%	3
2024 Q3	$21M	Buy	39,815 +13,666	+52%	+$6.95M	11.94%	3
2024 Q2	$13.1M	Sell	26,149 -425	-2%	-$205K	8.48%	2
2024 Q1	$12.8M	Buy	+26,574	New	+$12.2M	8.65%	2

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Mittelman Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 79% in Q2 2026, selling an estimated $9.31M and leaving 3,714 shares worth $12.4M. The position accounts for 8.23% of the portfolio, ranked #3.

Mittelman Wealth Management first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $21M in Q3 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mittelman Wealth Management held 3,714 shares of Vanguard S&P 500 ETF worth $12.4M as of Q2 2026.
Mittelman Wealth Management sold 13,970 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $9.31M.
Vanguard S&P 500 ETF made up 8.23% of Mittelman Wealth Management's portfolio in Q2 2026, its #3 holding.
Mittelman Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Mittelman Wealth Management's Vanguard S&P 500 ETF position peaked at $21M in Q3 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.