Morling Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Morling Financial Advisors’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	$899K	Sell	1,505 -409	-21%	-$256K	0.28%	31
2025 Q4	$1.2M	Hold	1,914	–	–	0.38%	26
2025 Q3	$1.17M	Sell	1,914 -7	-0.4%	-$4.13K	0.39%	27
2025 Q2	$1.09M	Hold	1,921	–	–	0.36%	28
2025 Q1	$987K	Hold	1,921	–	–	0.34%	30
2024 Q4	$1.04M	Hold	1,921	–	–	0.36%	26
2024 Q3	$1.01M	Hold	1,921	–	–	0.39%	27
2024 Q2	$961K	Hold	1,921	–	–	0.42%	25
2024 Q1	$923K	Buy	1,921 +81	+4%	+$37.1K	0.53%	28
2023 Q4	$804K	Buy	1,840 +84	+5%	+$34.4K	0.65%	27
2023 Q3	$690K	Sell	1,756 -634	-27%	-$259K	0.68%	27
2023 Q2	$973K	Buy	2,390 +681	+40%	+$263K	0.94%	22
2023 Q1	$643K	Buy	1,709 +724	+74%	+$266K	0.69%	28
2022 Q4	$346K	Hold	985	–	–	0.44%	37
2022 Q3	$323K	Hold	985	–	–	0.44%	35
2022 Q2	$342K	Hold	985	–	–	0.45%	37
2022 Q1	$409K	Sell	985 -30	-3%	-$12.3K	0.52%	30
2021 Q4	$443K	Buy	+1,015	New	+$428K	0.42%	26

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

Morling Financial Advisors's VOO Position: Q1 2026 in Review

Morling Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 21% in Q1 2026, selling an estimated $256K and leaving 1,505 shares worth $899K. The position accounts for 0.28% of the portfolio, ranked #31.

Morling Financial Advisors first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.2M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Morling Financial Advisors held 1,505 shares of Vanguard S&P 500 ETF worth $899K as of Q1 2026.
Morling Financial Advisors sold 409 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $256K.
Vanguard S&P 500 ETF made up 0.28% of Morling Financial Advisors's portfolio in Q1 2026, its #31 holding.
Morling Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Morling Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.2M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.