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

MorganRosel 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	$11.2M	Buy	16,273 +1,375	+9%	+$917K	3.77%	3
2026 Q1	$8.9M	Sell	14,898 -1,491	-9%	-$932K	3.51%	3
2025 Q4	$10.3M	Buy	16,389 +1,822	+13%	+$1.13M	2.57%	6
2025 Q3	$8.92M	Buy	14,567 +1,380	+10%	+$813K	2.31%	14
2025 Q2	$7.49M	Sell	13,187 -17	-0.1%	-$8.93K	2.04%	15
2025 Q1	$6.79M	Buy	13,204 +4,147	+46%	+$2.24M	2.06%	15
2024 Q4	$4.88M	Buy	9,057 +974	+12%	+$528K	1.6%	18
2024 Q3	$4.27M	Sell	8,083 -14	-0.2%	-$7.12K	1.41%	19
2024 Q2	$4.05M	Buy	8,097 +960	+13%	+$462K	1.43%	19
2024 Q1	$3.43M	Buy	7,137 +903	+14%	+$413K	1.22%	20
2023 Q4	$2.72M	Buy	6,234 +270	+5%	+$111K	1.05%	20
2023 Q3	$2.34M	Sell	5,964 -32	-0.5%	-$13.1K	0.98%	22
2023 Q2	$2.44M	Hold	5,996	–	–	1%	22
2023 Q1	$2.25M	Buy	5,996 +2,006	+50%	+$736K	0.96%	22
2022 Q4	$1.4M	Buy	3,990 +2,308	+137%	+$815K	0.65%	28
2022 Q3	$552K	Buy	1,682 +130	+8%	+$47.5K	0.28%	65
2022 Q2	$538K	Buy	1,552 +85	+6%	+$32K	0.29%	62
2022 Q1	$609K	Buy	1,467 +188	+15%	+$77K	0.3%	61
2021 Q4	$558K	Buy	1,279 +8	+0.6%	+$3.38K	0.27%	58
2021 Q3	$501K	Buy	1,271 +3	+0.2%	+$1.22K	0.27%	65
2021 Q2	$499K	Buy	1,268 +4	+0.3%	+$1.53K	0.28%	60
2021 Q1	$461K	Hold	1,264	–	–	0.29%	58
2020 Q4	$435K	Buy	1,264 +11	+0.9%	+$3.59K	0.31%	58
2020 Q3	$385K	Buy	1,253 +5	+0.4%	+$1.52K	0.31%	58
2020 Q2	$354K	Buy	1,248 +131	+12%	+$35.3K	0.33%	56
2020 Q1	$264K	Buy	1,117 +6	+0.5%	+$1.68K	0.3%	59
2019 Q4	$329K	Sell	1,111 -14	-1%	-$3.96K	0.25%	62
2019 Q3	$307K	Buy	1,125 +5	+0.4%	+$1.36K	0.25%	61
2019 Q2	$301K	Hold	1,120	–	–	0.25%	59
2019 Q1	$291K	Buy	1,120 +7	+0.6%	+$1.75K	0.25%	58
2018 Q4	$256K	Buy	+1,113	New	+$276K	0.26%	57

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

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

MorganRosel Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 9.2% in Q2 2026, buying an estimated $917K and bringing the position to 16,273 shares worth $11.2M. The position accounts for 3.77% of the portfolio, ranked #3.

MorganRosel Wealth Management first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

MorganRosel Wealth Management held 16,273 shares of Vanguard S&P 500 ETF worth $11.2M as of Q2 2026.
MorganRosel Wealth Management bought 1,375 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $917K.
Vanguard S&P 500 ETF made up 3.77% of MorganRosel Wealth Management's portfolio in Q2 2026, its #3 holding.
MorganRosel Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on MorganRosel Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.