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 Q3	$1.74M	Buy	2,489 +27	+1%	+$18.9K	0.16%	83
2026 Q2	$1.69M	Buy	2,462 +19	+0.8%	+$12.7K	0.15%	83
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

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

MV Capital Management's VOO Position: Q3 2026 in Review

MV Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q3 2026, buying an estimated $18.9K and bringing the position to 2,489 shares worth $1.74M. The position accounts for 0.16% of the portfolio, ranked #83.

MV Capital Management first reported a position in VOO in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.8M in Q4 2025. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

MV Capital Management held 2,489 shares of Vanguard S&P 500 ETF worth $1.74M as of Q3 2026.
MV Capital Management bought 27 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $18.9K.
Vanguard S&P 500 ETF made up 0.16% of MV Capital Management's portfolio in Q3 2026, its #83 holding.
MV Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
MV Capital Management's Vanguard S&P 500 ETF position peaked at $1.8M in Q4 2025.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.