MSH Capital Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

MSH Capital Advisors’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	$2.89M	Sell	4,832 -574	-11%	-$359K	0.61%	42
2025 Q4	$3.39M	Buy	5,406 +1,770	+49%	+$1.1M	0.72%	32
2025 Q3	$2.23M	Buy	3,636 +231	+7%	+$136K	0.6%	50
2025 Q2	$1.93M	Buy	3,405 +32	+0.9%	+$16.8K	0.56%	53
2025 Q1	$1.73M	Sell	3,373 -995	-23%	-$538K	0.54%	56
2024 Q4	$2.35M	Buy	4,368 +386	+10%	+$209K	0.74%	40
2024 Q3	$2.1M	Buy	3,982 +272	+7%	+$138K	0.64%	49
2024 Q2	$1.86M	Buy	3,710 +897	+32%	+$432K	0.62%	53
2024 Q1	$1.35M	Buy	2,813 +431	+18%	+$197K	0.48%	68
2023 Q4	$1.04M	Sell	2,382 -2,676	-53%	-$1.1M	0.39%	76
2023 Q3	$1.99M	Sell	5,058 -85	-2%	-$34.8K	0.78%	39
2023 Q2	$2.09M	Buy	5,143 +445	+9%	+$172K	0.77%	40
2023 Q1	$1.77M	Sell	4,698 -253	-5%	-$92.8K	0.75%	41
2022 Q4	$1.74M	Buy	4,951 +256	+5%	+$90.4K	0.79%	40
2022 Q3	$1.54M	Sell	4,695 -113	-2%	-$41.3K	0.76%	44
2022 Q2	$1.67M	Buy	4,808 +3	+0.1%	+$1.13K	0.77%	44
2022 Q1	$1.99M	Buy	4,805 +315	+7%	+$129K	0.82%	37
2021 Q4	$1.96M	Buy	+4,490	New	+$1.9M	0.88%	36

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

MSH Capital Advisors's VOO Position: Q1 2026 in Review

MSH Capital Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, selling an estimated $359K and leaving 4,832 shares worth $2.89M. The position accounts for 0.61% of the portfolio, ranked #42.

MSH Capital Advisors first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.39M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

MSH Capital Advisors held 4,832 shares of Vanguard S&P 500 ETF worth $2.89M as of Q1 2026.
MSH Capital Advisors sold 574 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $359K.
Vanguard S&P 500 ETF made up 0.61% of MSH Capital Advisors's portfolio in Q1 2026, its #42 holding.
MSH Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
MSH Capital Advisors's Vanguard S&P 500 ETF position peaked at $3.39M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.