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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Moran Wealth Management's VOO Position: Q2 2026 in Review

Moran Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 201% in Q2 2026, buying an estimated $1.9M and bringing the position to 4,279 shares worth $2.94M. The position accounts for 0.08% of the portfolio, ranked #269.

Moran Wealth Management first reported a position in VOO in Q1 2023 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Moran Wealth Management held 4,279 shares of Vanguard S&P 500 ETF worth $2.94M as of Q2 2026.
Moran Wealth Management bought 2,857 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.9M.
Vanguard S&P 500 ETF made up 0.08% of Moran Wealth Management's portfolio in Q2 2026, its #269 holding.
Moran Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 5 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.