Mullooly Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Mullooly Asset 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	$422K	Sell	613 -39	-6%	-$26K	0.13%	38
2026 Q1	$390K	Sell	652 -44	-6%	-$27.5K	0.14%	38
2025 Q4	$437K	Sell	696 -197	-22%	-$122K	0.16%	35
2025 Q3	$547K	Buy	893 +72	+9%	+$42.4K	0.21%	32
2025 Q2	$466K	Buy	821 +36	+5%	+$18.9K	0.2%	32
2025 Q1	$403K	Buy	+785	New	+$424K	0.18%	35

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

Mullooly Asset Management's VOO Position: Q2 2026 in Review

Mullooly Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 6% in Q2 2026, selling an estimated $26K and leaving 613 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #38.

Mullooly Asset Management first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $547K in Q3 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mullooly Asset Management held 613 shares of Vanguard S&P 500 ETF worth $422K as of Q2 2026.
Mullooly Asset Management sold 39 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26K.
Vanguard S&P 500 ETF made up 0.13% of Mullooly Asset Management's portfolio in Q2 2026, its #38 holding.
Mullooly Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Mullooly Asset Management's Vanguard S&P 500 ETF position peaked at $547K in Q3 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mullooly Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.