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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Moran Wealth Management's VOO Position: Q1 2026 in Review

Moran Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 138% in Q1 2026, buying an estimated $516K and bringing the position to 1,422 shares worth $850K. The position accounts for 0.03% of the portfolio, ranked #383.

Moran Wealth Management first reported a position in VOO in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2023. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Moran Wealth Management held 1,422 shares of Vanguard S&P 500 ETF worth $850K as of Q1 2026.
Moran Wealth Management bought 825 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $516K.
Vanguard S&P 500 ETF made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #383 holding.
Moran Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 4 quarters since.
Moran Wealth Management's Vanguard S&P 500 ETF position peaked at $1.13M in Q1 2023.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.