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

MOKAN 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 		$2.09M Buy
3,052
+234
+8% +$156K 0.8% 35
2026
Q1 		$1.68M Buy
2,818
+28
+1% +$17.5K 0.74% 36
2025
Q4 		$1.75M Buy
2,790
+411
+17% +$255K 0.78% 37
2025
Q3 		$1.45M Buy
2,379
+230
+11% +$136K 0.73% 34
2025
Q2 		$1.22M Buy
2,149
+316
+17% +$166K 0.68% 47
2025
Q1 		$944K Buy
1,833
+306
+20% +$165K 0.57% 47
2024
Q4 		$823K Buy
+1,527
New +$827K 0.52% 48

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

MOKAN Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 8.3% in Q2 2026, buying an estimated $156K and bringing the position to 3,052 shares worth $2.09M. The position accounts for 0.8% of the portfolio, ranked #35.

MOKAN Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 2,118 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • MOKAN Wealth Management held 3,052 shares of Vanguard S&P 500 ETF worth $2.09M as of Q2 2026.
  • MOKAN Wealth Management bought 234 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $156K.
  • Vanguard S&P 500 ETF made up 0.8% of MOKAN Wealth Management's portfolio in Q2 2026, its #35 holding.
  • MOKAN Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,118 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.