MCM
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MV Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

MV Capital 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 		$1.46M Sell
2,443
-435
-15% -$272K 0.14% 84
2025
Q4 		$1.8M Buy
2,878
+80
+3% +$49.7K 0.17% 80
2025
Q3 		$1.71M Buy
2,798
+406
+17% +$239K 0.16% 82
2025
Q2 		$1.36M Sell
2,392
-412
-15% -$217K 0.14% 91
2025
Q1 		$1.44M Sell
2,804
-7
-0.2% -$3.78K 0.15% 86
2024
Q4 		$1.51M Hold
2,811
– – 0.16% 84
2024
Q3 		$1.48M Sell
2,811
-14
-0.5% -$7.12K 0.16% 86
2024
Q2 		$1.41M Hold
2,825
– – 0.16% 84
2024
Q1 		$1.36M Hold
2,825
– – 0.16% 84
2023
Q4 		$1.23M Buy
2,825
+598
+27% +$245K 0.16% 77
2023
Q3 		$875K Hold
2,227
– – 0.12% 87
2023
Q2 		$907K Buy
2,227
+5
+0.2% +$1.93K 0.12% 84
2023
Q1 		$836K Hold
2,222
– – 0.12% 83
2022
Q4 		$781K Hold
2,222
– – 0.12% 83
2022
Q3 		$729K Hold
2,222
– – 0.13% 83
2022
Q2 		$771K Sell
2,222
-15
-0.7% -$5.65K 0.13% 82
2022
Q1 		$929K Hold
2,237
– – 0.14% 84
2021
Q4 		$977K Hold
2,237
– – 0.14% 77
2021
Q3 		$882K Hold
2,237
– – 0.15% 80
2021
Q2 		$880K Hold
2,237
– – 0.15% 80
2021
Q1 		$815K Sell
2,237
-328
-13% -$116K 0.15% 79
2020
Q4 		$882K Hold
2,565
– – 0.17% 72
2020
Q3 		$789K Hold
2,565
– – 0.16% 64
2020
Q2 		$727K Buy
2,565
+2,080
+429% +$560K 0.17% 57
2020
Q1 		$115K Hold
485
– – 0.03% 116
2019
Q4 		$143K Hold
485
– – 0.03% 122
2019
Q3 		$132K Buy
485
+16
+3% +$4.34K 0.03% 126
2019
Q2 		$126K Hold
469
– – 0.03% 123
2019
Q1 		$122K Hold
469
– – 0.03% 122
2018
Q4 		$108K Buy
+469
New +$116K 0.03% 125

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

MV Capital Management's VOO Position: Q1 2026 in Review

MV Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2026, selling an estimated $272K and leaving 2,443 shares worth $1.46M. The position accounts for 0.14% of the portfolio, ranked #84.

MV Capital Management first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.8M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • MV Capital Management held 2,443 shares of Vanguard S&P 500 ETF worth $1.46M as of Q1 2026.
  • MV Capital Management sold 435 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $272K.
  • Vanguard S&P 500 ETF made up 0.14% of MV Capital Management's portfolio in Q1 2026, its #84 holding.
  • MV Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • MV Capital Management's Vanguard S&P 500 ETF position peaked at $1.8M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.