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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
Q2 		$82.8M Sell
120,533
-837
-0.7% -$558K 12.47% 2
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
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

McMorgan & Co's VOO Position: Q2 2026 in Review

McMorgan & Co reduced its Vanguard S&P 500 ETF (VOO) stake by 0.69% in Q2 2026, selling an estimated $558K and leaving 120,533 shares worth $82.8M. The position accounts for 12.47% of the portfolio, ranked #2.

McMorgan & Co first reported a position in VOO in Q2 2021 and has held it in 21 quarters since. The position peaked at $84M in Q1 2023. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • McMorgan & Co held 120,533 shares of Vanguard S&P 500 ETF worth $82.8M as of Q2 2026.
  • McMorgan & Co sold 837 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $558K.
  • Vanguard S&P 500 ETF made up 12.47% of McMorgan & Co's portfolio in Q2 2026, its #2 holding.
  • McMorgan & Co first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
  • McMorgan & Co's Vanguard S&P 500 ETF position peaked at $84M in Q1 2023.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on McMorgan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.