McMorgan & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

McMorgan & Co’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	$72.5M	Buy	121,370 +115,755	+2,062%	+$72.4M	11.73%	2
2025 Q4	$3.52M	Sell	5,615 -111	-2%	-$69K	0.58%	18
2025 Q3	$3.51M	Sell	5,726 -11,970	-68%	-$7.06M	0.54%	22
2025 Q2	$10.1M	Sell	17,696 -903	-5%	-$475K	1.48%	17
2025 Q1	$9.56M	Sell	18,599 -88,385	-83%	-$47.8M	1.53%	17
2024 Q4	$57.6M	Sell	106,984 -7,829	-7%	-$4.24M	8.92%	3
2024 Q3	$60.6M	Sell	114,813 -7,111	-6%	-$3.61M	9.33%	3
2024 Q2	$61M	Sell	121,924 -50,081	-29%	-$24.1M	9.67%	3
2024 Q1	$82.7M	Sell	172,005 -710	-0.4%	-$325K	14.21%	3
2023 Q4	$75.4M	Sell	172,715 -8,264	-5%	-$3.38M	12.52%	3
2023 Q3	$71.1M	Buy	180,979 +1,264	+0.7%	+$517K	13.14%	3
2023 Q2	$73.2M	Sell	179,715 -43,761	-20%	-$16.9M	13.76%	3
2023 Q1	$84M	Buy	223,476 +2,873	+1%	+$1.05M	17.3%	2
2022 Q4	$77.5M	Sell	220,603 -4,322	-2%	-$1.53M	16.62%	2
2022 Q3	$73.8M	Buy	224,925 +27,957	+14%	+$10.2M	17.46%	2
2022 Q2	$68.3M	Buy	196,968 +1,270	+0.6%	+$478K	15.31%	2
2022 Q1	$81.2M	Buy	195,698 +30,875	+19%	+$12.6M	17.61%	2
2021 Q4	$72M	Buy	164,823 +8,004	+5%	+$3.38M	12.67%	2
2021 Q3	$61.8M	Buy	156,819 +26,599	+20%	+$10.8M	12.4%	2
2021 Q2	$51.2M	Buy	+130,220	New	+$50M	11.19%	2

Other funds holding VOO

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 $1.47T AUM 27.86% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return