MTM Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

MTM Investment 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 Q2	$3.32M	Buy	4,838 +284	+6%	+$189K	0.95%	26
2026 Q1	$2.72M	Buy	4,554 +213	+5%	+$133K	0.86%	26
2025 Q4	$2.72M	Sell	4,341 -184	-4%	-$114K	0.87%	26
2025 Q3	$2.77M	Buy	4,525 +56	+1%	+$33K	0.88%	24
2025 Q2	$2.54M	Buy	4,469 +2,161	+94%	+$1.14M	0.85%	25
2025 Q1	$1.19M	Buy	2,308 +1,029	+80%	+$556K	0.46%	58
2024 Q4	$689K	Buy	1,279 +127	+11%	+$68.8K	0.27%	91
2024 Q3	$607K	Buy	1,152 +602	+109%	+$306K	0.24%	94
2024 Q2	$275K	Buy	550 +225	+69%	+$108K	0.11%	154
2024 Q1	$156K	Buy	325 +230	+242%	+$105K	0.06%	193
2023 Q4	$41.5K	Hold	95	–	–	0.02%	212
2023 Q3	$37.3K	Hold	95	–	–	0.02%	208
2023 Q2	$38.7K	Buy	95 +20	+27%	+$7.72K	0.02%	216
2023 Q1	$28.2K	Buy	75 +36	+92%	+$13.2K	0.01%	226
2022 Q4	$13.7K	Hold	39	–	–	0.01%	240
2022 Q3	$13K	Hold	39	–	–	0.01%	235
2022 Q2	$14K	Hold	39	–	–	0.01%	242
2022 Q1	$16K	Buy	+39	New	+$16K	0.01%	254

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

MTM Investment Management's VOO Position: Q2 2026 in Review

MTM Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.2% in Q2 2026, buying an estimated $189K and bringing the position to 4,838 shares worth $3.32M. The position accounts for 0.95% of the portfolio, ranked #26.

MTM Investment Management first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MTM Investment Management held 4,838 shares of Vanguard S&P 500 ETF worth $3.32M as of Q2 2026.
MTM Investment Management bought 284 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $189K.
Vanguard S&P 500 ETF made up 0.95% of MTM Investment Management's portfolio in Q2 2026, its #26 holding.
MTM Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.