MPS Loria Financial Planners’s Vanguard S&P 500 ETF VOO Stock Holding History

MPS Loria Financial Planners’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	$491K	Buy	822 +3	+0.4%	+$1.88K	0.13%	51
2025 Q4	$514K	Buy	819 +4	+0.5%	+$2.49K	0.13%	46
2025 Q3	$499K	Buy	815 +3	+0.4%	+$1.77K	0.13%	48
2025 Q2	$461K	Hold	812	–	–	0.14%	49
2025 Q1	$417K	Buy	812 +26	+3%	+$14.1K	0.12%	49
2024 Q4	$424K	Buy	786 +2	+0.3%	+$1.08K	0.13%	48
2024 Q3	$414K	Hold	784	–	–	0.12%	49
2024 Q2	$392K	Hold	784	–	–	0.13%	51
2024 Q1	$377K	Buy	784 +30	+4%	+$13.7K	0.13%	50
2023 Q4	$329K	Hold	754	–	–	0.12%	54
2023 Q3	$296K	Hold	754	–	–	0.12%	60
2023 Q2	$307K	Hold	754	–	–	0.12%	61
2023 Q1	$284K	Buy	754 +117	+18%	+$42.9K	0.11%	60
2022 Q4	$224K	Hold	637	–	–	0.1%	67
2022 Q3	$209K	Hold	637	–	–	0.08%	64
2022 Q2	$220K	Hold	637	–	–	0.1%	66
2022 Q1	$264K	Buy	+637	New	+$261K	0.11%	67
2020 Q4	–	Sell	-183	Closed	-$56K	–	642
2020 Q3	$56K	Buy	183 +1	+0.5%	+$305	0.03%	142
2020 Q2	$52K	Buy	+182	New	+$49K	0.03%	142
2017 Q3	–	Sell	-436	Closed	-$99K	–	332
2017 Q2	$99K	Buy	+436	New	+$96K	0.07%	115

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

MPS Loria Financial Planners's VOO Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Vanguard S&P 500 ETF (VOO) stake by 0.37% in Q1 2026, buying an estimated $1.88K and bringing the position to 822 shares worth $491K. The position accounts for 0.13% of the portfolio, ranked #51.

MPS Loria Financial Planners first reported a position in VOO in Q2 2017 and has held it in 20 quarters since. The position peaked at $514K in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

MPS Loria Financial Planners held 822 shares of Vanguard S&P 500 ETF worth $491K as of Q1 2026.
MPS Loria Financial Planners bought 3 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.88K.
Vanguard S&P 500 ETF made up 0.13% of MPS Loria Financial Planners's portfolio in Q1 2026, its #51 holding.
MPS Loria Financial Planners first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 20 quarters since.
MPS Loria Financial Planners's Vanguard S&P 500 ETF position peaked at $514K in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.