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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

MorganRosel Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 9.1% in Q1 2026, selling an estimated $932K and leaving 14,898 shares worth $8.9M. The position accounts for 3.51% of the portfolio, ranked #3.

MorganRosel Wealth Management first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.3M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • MorganRosel Wealth Management held 14,898 shares of Vanguard S&P 500 ETF worth $8.9M as of Q1 2026.
  • MorganRosel Wealth Management sold 1,491 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $932K.
  • Vanguard S&P 500 ETF made up 3.51% of MorganRosel Wealth Management's portfolio in Q1 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 30 quarters since.
  • MorganRosel Wealth Management's Vanguard S&P 500 ETF position peaked at $10.3M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on MorganRosel Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.