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Brooks Moore & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Brooks Moore & Associates’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 		$7.25M Sell
12,133
-697
-5% -$436K 3.64% 3
2025
Q4 		$8.05M Sell
12,830
-9,230
-42% -$5.74M 3.95% 3
2025
Q3 		$1.76M Buy
22,060
+9,803
+80% +$5.78M 0.89% 39
2025
Q2 		$7.12M Buy
12,257
+863
+8% +$454K 3.84% 3
2025
Q1 		$5.86M Buy
11,394
+2,164
+23% +$1.17M 3.3% 6
2024
Q4 		$4.97M Buy
9,230
+845
+10% +$458K 2.94% 8
2024
Q3 		$4.42M Buy
8,385
+109
+1% +$55.4K 2.61% 12
2024
Q2 		$4.14M Sell
8,276
-132
-2% -$63.5K 2.66% 11
2024
Q1 		$4.04M Sell
8,408
-22
-0.3% -$10.1K 2.59% 12
2023
Q4 		$3.68M Buy
8,430
+984
+13% +$403K 2.53% 14
2023
Q3 		$2.92M Buy
7,446
+368
+5% +$150K 2.21% 17
2023
Q2 		$2.88M Buy
7,078
+71
+1% +$27.4K 2.03% 20
2023
Q1 		$2.63M Buy
7,007
+23
+0.3% +$8.44K 1.89% 21
2022
Q4 		$2.45M Buy
6,984
+532
+8% +$188K 1.79% 21
2022
Q3 		$2.12M Buy
6,452
+303
+5% +$111K 1.71% 25
2022
Q2 		$2.13M Buy
6,149
+76
+1% +$28.6K 1.54% 26
2022
Q1 		$2.52M Buy
6,073
+253
+4% +$104K 1.55% 26
2021
Q4 		$2.54M Buy
5,820
+55
+1% +$23.2K 1.49% 28
2021
Q3 		$2.27M Sell
5,765
-22
-0.4% -$8.93K 1.49% 27
2021
Q2 		$2.28M Buy
5,787
+38
+0.7% +$14.6K 1.45% 27
2021
Q1 		$2.09M Sell
5,749
-137
-2% -$48.6K 1.42% 30
2020
Q4 		$2.02M Buy
5,886
+24
+0.4% +$7.82K 1.57% 28
2020
Q3 		$1.8M Sell
5,862
-312
-5% -$95K 1.55% 26
2020
Q2 		$1.75M Buy
6,174
+272
+5% +$73.2K 1.64% 25
2020
Q1 		$1.4M Sell
5,902
-394
-6% -$110K 1.49% 23
2019
Q4 		$1.86M Buy
6,296
+54
+0.9% +$15.3K 1.48% 25
2019
Q3 		$1.7M Buy
6,242
+403
+7% +$109K 1.44% 27
2019
Q2 		$1.57M Buy
5,839
+1,190
+26% +$315K 1.35% 26
2019
Q1 		$1.21M Buy
4,649
+632
+16% +$158K 1.1% 34
2018
Q4 		$923K Buy
+4,017
New +$995K 0.93% 43

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

Brooks Moore & Associates's VOO Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q1 2026, selling an estimated $436K and leaving 12,133 shares worth $7.25M. The position accounts for 3.64% of the portfolio, ranked #3.

Brooks Moore & Associates first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.05M in Q4 2025. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Brooks Moore & Associates held 12,133 shares of Vanguard S&P 500 ETF worth $7.25M as of Q1 2026.
  • Brooks Moore & Associates sold 697 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $436K.
  • Vanguard S&P 500 ETF made up 3.64% of Brooks Moore & Associates's portfolio in Q1 2026, its #3 holding.
  • Brooks Moore & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • Brooks Moore & Associates's Vanguard S&P 500 ETF position peaked at $8.05M in Q4 2025.
  • 3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.