Moller Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Moller Wealth Partners’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	$357K	Hold	520	–	–	0.06%	58
2026 Q1	$311K	Hold	520	–	–	0.06%	56
2025 Q4	$326K	Sell	520 -18	-3%	-$11.2K	0.07%	55
2025 Q3	$329K	Hold	538	–	–	0.07%	53
2025 Q2	$306K	Hold	538	–	–	0.07%	53
2025 Q1	$276K	Hold	538	–	–	0.07%	56
2024 Q4	$290K	Hold	538	–	–	0.08%	51
2024 Q3	$284K	Hold	538	–	–	0.07%	55
2024 Q2	$269K	Hold	538	–	–	0.07%	56
2024 Q1	$259K	Hold	538	–	–	0.07%	47
2023 Q4	$235K	Buy	+538	New	+$220K	0.07%	47

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Moller Wealth Partners's VOO Position: Q2 2026 in Review

Moller Wealth Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 520 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #58.

Moller Wealth Partners first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 1,727 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Moller Wealth Partners held 520 shares of Vanguard S&P 500 ETF worth $357K as of Q2 2026.
Moller Wealth Partners left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.06% of Moller Wealth Partners's portfolio in Q2 2026, its #58 holding.
Moller Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
1,727 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.