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 Q2	$24.5M	Sell	35,711 -8,554	-19%	-$5.7M	0.29%	85
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

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

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

Modern Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 19% in Q2 2026, selling an estimated $5.7M and leaving 35,711 shares worth $24.5M. The position accounts for 0.29% of the portfolio, ranked #85.

Modern Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $44M in Q2 2025. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Modern Wealth Management held 35,711 shares of Vanguard S&P 500 ETF worth $24.5M as of Q2 2026.
Modern Wealth Management sold 8,554 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.7M.
Vanguard S&P 500 ETF made up 0.29% of Modern Wealth Management's portfolio in Q2 2026, its #85 holding.
Modern Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Modern Wealth Management's Vanguard S&P 500 ETF position peaked at $44M in Q2 2025.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.