Moran Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Moran Wealth Management’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	$2.65M	Sell	3,785 -494	-12%	-$345K	0.07%	282
2026 Q2	$2.94M	Buy	4,279 +2,857	+201%	+$1.9M	0.08%	269
2026 Q1	$850K	Buy	1,422 +825	+138%	+$516K	0.03%	383
2025 Q4	$374K	Buy	597 +30	+5%	+$18.6K	0.01%	425
2025 Q3	$347K	Buy	+567	New	+$334K	0.01%	445
2023 Q2	–	Sell	-3,009	Closed	-$1.13M	–	423
2023 Q1	$1.13M	Buy	+3,009	New	+$1.1M	0.04%	251

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Moran Wealth Management's VOO Position: Q3 2026 in Review

Moran Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 12% in Q3 2026, selling an estimated $345K and leaving 3,785 shares worth $2.65M. The position accounts for 0.07% of the portfolio, ranked #282.

Moran Wealth Management first reported a position in VOO in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.94M in Q2 2026. 1,793 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Moran Wealth Management held 3,785 shares of Vanguard S&P 500 ETF worth $2.65M as of Q3 2026.
Moran Wealth Management sold 494 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $345K.
Vanguard S&P 500 ETF made up 0.07% of Moran Wealth Management's portfolio in Q3 2026, its #282 holding.
Moran Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 6 quarters since.
Moran Wealth Management's Vanguard S&P 500 ETF position peaked at $2.94M in Q2 2026.
1,793 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.