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

Modern 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	$26.7M	Sell	44,265 -16,611	-27%	-$10.4M	0.46%	56
2025 Q4	$38.2M	Sell	60,876 -7,948	-12%	-$4.94M	0.7%	33
2025 Q3	$42.1M	Sell	68,824 -8,568	-11%	-$5.05M	0.83%	31
2025 Q2	$44M	Sell	77,392 -86	-0.1%	-$45.2K	1.08%	18
2025 Q1	$39.8M	Buy	77,478 +1,339	+2%	+$724K	1.27%	17
2024 Q4	$41M	Buy	76,139 +3,348	+5%	+$1.81M	1.53%	16
2024 Q3	$38.4M	Buy	72,791 +495	+0.7%	+$252K	2.35%	10
2024 Q2	$36.2M	Sell	72,296 -373	-0.5%	-$179K	2.67%	8
2024 Q1	$34.9M	Buy	72,669 +4,946	+7%	+$2.26M	3.24%	8
2023 Q4	$29.6M	Buy	+67,723	New	+$27.7M	3.73%	8

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

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

Modern Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 27% in Q1 2026, selling an estimated $10.4M and leaving 44,265 shares worth $26.7M. The position accounts for 0.46% of the portfolio, ranked #56.

Modern Wealth Management first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $44M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Modern Wealth Management held 44,265 shares of Vanguard S&P 500 ETF worth $26.7M as of Q1 2026.
Modern Wealth Management sold 16,611 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $10.4M.
Vanguard S&P 500 ETF made up 0.46% of Modern Wealth Management's portfolio in Q1 2026, its #56 holding.
Modern Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's Vanguard S&P 500 ETF position peaked at $44M in Q2 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.