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

Mowery & Schoenfeld 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	$43K	Buy	72 +5	+7%	+$3.13K	0.07%	133
2025 Q4	$41.9K	Sell	67 -2	-3%	-$1.24K	0.06%	148
2025 Q3	$42K	Hold	69	–	–	0.07%	129
2025 Q2	$39K	Sell	69 -62	-47%	-$32.6K	0.06%	131
2025 Q1	$67.2K	Buy	131 +65	+98%	+$35.1K	0.13%	111
2024 Q4	$35.6K	Hold	66	–	–	0.07%	134
2024 Q3	$34.8K	Sell	66 -242	-79%	-$123K	0.06%	122
2024 Q2	$154K	Hold	308	–	–	0.22%	46
2024 Q1	$148K	Sell	308 -18	-6%	-$8.24K	0.29%	41
2023 Q4	$142K	Buy	+326	New	+$133K	0.29%	44

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 $424B AUM 22.94% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's VOO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 7.5% in Q1 2026, buying an estimated $3.13K and bringing the position to 72 shares worth $43K. The position accounts for 0.07% of the portfolio, ranked #133.

Mowery & Schoenfeld Wealth Management first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $154K in Q2 2024. 3,836 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 72 shares of Vanguard S&P 500 ETF worth $43K as of Q1 2026.
Mowery & Schoenfeld Wealth Management bought 5 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.13K.
Vanguard S&P 500 ETF made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #133 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Vanguard S&P 500 ETF position peaked at $154K in Q2 2024.
3,836 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.