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 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

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

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

Mittelman Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q1 2026, selling an estimated $435K and leaving 17,684 shares worth $10.6M. The position accounts for 6.59% of the portfolio, ranked #6.

Mittelman Wealth Management first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $21M in Q3 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Mittelman Wealth Management held 17,684 shares of Vanguard S&P 500 ETF worth $10.6M as of Q1 2026.
Mittelman Wealth Management sold 696 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $435K.
Vanguard S&P 500 ETF made up 6.59% of Mittelman Wealth Management's portfolio in Q1 2026, its #6 holding.
Mittelman Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Mittelman Wealth Management's Vanguard S&P 500 ETF position peaked at $21M in Q3 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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