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 Q2	$348K	Sell	507 -28	-5%	-$18.7K	0.03%	160
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

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

MOTCO's VOO Position: Q2 2026 in Review

MOTCO reduced its Vanguard S&P 500 ETF (VOO) stake by 5.2% in Q2 2026, selling an estimated $18.7K and leaving 507 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #160.

MOTCO first reported a position in VOO in Q3 2020 and has held it in 21 quarters since. The position peaked at $385K in Q3 2025. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MOTCO held 507 shares of Vanguard S&P 500 ETF worth $348K as of Q2 2026.
MOTCO sold 28 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $18.7K.
Vanguard S&P 500 ETF made up 0.03% of MOTCO's portfolio in Q2 2026, its #160 holding.
MOTCO first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 21 quarters since.
MOTCO's Vanguard S&P 500 ETF position peaked at $385K in Q3 2025.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.