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 Q3	$364K	Hold	520	–	–	0.07%	53
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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

Moller Wealth Partners's VOO Position: Q3 2026 in Review

Moller Wealth Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 520 shares worth $364K. The position accounts for 0.07% of the portfolio, ranked #53.

Moller Wealth Partners first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 2,707 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Moller Wealth Partners held 520 shares of Vanguard S&P 500 ETF worth $364K as of Q3 2026.
Moller Wealth Partners left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.07% of Moller Wealth Partners's portfolio in Q3 2026, its #53 holding.
Moller Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
2,707 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Moller Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.