MOTCO’s Vanguard S&P 500 ETF VOO Stock Holding History

MOTCO’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	$320K	Buy	535 +28	+6%	+$17.5K	0.03%	170
2025 Q4	$318K	Sell	507 -121	-19%	-$75.2K	0.03%	171
2025 Q3	$385K	Buy	628 +282	+82%	+$166K	0.04%	161
2025 Q2	$201K	Buy	346 +217	+168%	+$114K	0.02%	196
2025 Q1	$66.3K	Sell	129 -36	-22%	-$19.5K	0.01%	264
2024 Q4	$88.9K	Buy	165 +97	+143%	+$52.5K	0.01%	242
2024 Q3	$35.9K	Hold	68	–	–	﹤0.01%	363
2024 Q2	$34K	Hold	68	–	–	﹤0.01%	454
2024 Q1	$32.7K	Hold	68	–	–	﹤0.01%	433
2023 Q4	$29.7K	Hold	68	–	–	﹤0.01%	406
2023 Q3	$26.7K	Buy	68 +43	+172%	+$17.6K	﹤0.01%	422
2023 Q2	$10.2K	Sell	25 -16	-39%	-$6.17K	﹤0.01%	505
2023 Q1	$15.4K	Hold	41	–	–	﹤0.01%	431
2022 Q4	$14.4K	Buy	41 +16	+64%	+$5.65K	﹤0.01%	450
2022 Q3	$8K	Hold	25	–	–	﹤0.01%	524
2022 Q2	$9K	Sell	25 -8	-24%	-$3.01K	﹤0.01%	484
2022 Q1	$14K	Sell	33 -70	-68%	-$28.7K	﹤0.01%	462
2021 Q4	$45K	Hold	103	–	–	﹤0.01%	365
2021 Q3	$41K	Buy	+103	New	+$41.8K	﹤0.01%	369
2020 Q4	–	Sell	-105	Closed	-$32K	–	861
2020 Q3	$32K	Buy	+105	New	+$32K	﹤0.01%	373

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

MOTCO's VOO Position: Q1 2026 in Review

MOTCO increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q1 2026, buying an estimated $17.5K and bringing the position to 535 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #170.

MOTCO first reported a position in VOO in Q3 2020 and has held it in 20 quarters since. The position peaked at $385K in Q3 2025. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

MOTCO held 535 shares of Vanguard S&P 500 ETF worth $320K as of Q1 2026.
MOTCO bought 28 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $17.5K.
Vanguard S&P 500 ETF made up 0.03% of MOTCO's portfolio in Q1 2026, its #170 holding.
MOTCO first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 20 quarters since.
MOTCO's Vanguard S&P 500 ETF position peaked at $385K in Q3 2025.
3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.