Morris Financial Concepts’s Vanguard S&P 500 ETF VOO Stock Holding History

Morris Financial Concepts’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	$2.71M	Buy	3,940 +67	+2%	+$44.7K	0.83%	24
2026 Q1	$2.31M	Buy	3,873 +266	+7%	+$166K	0.79%	24
2025 Q4	$2.26M	Buy	3,607 +308	+9%	+$191K	0.79%	24
2025 Q3	$2.02M	Buy	3,299 +251	+8%	+$148K	0.73%	23
2025 Q2	$1.73M	Buy	3,048 +2,944	+2,831%	+$1.55M	0.69%	26
2025 Q1	$53.4K	Hold	104	–	–	0.02%	153
2024 Q4	$56K	Hold	104	–	–	0.02%	143
2024 Q3	$54.9K	Buy	+104	New	+$52.9K	0.02%	148

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 22.9% 1-Year Est. Return

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

Morris Financial Concepts's VOO Position: Q2 2026 in Review

Morris Financial Concepts increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, buying an estimated $44.7K and bringing the position to 3,940 shares worth $2.71M. The position accounts for 0.83% of the portfolio, ranked #24.

Morris Financial Concepts first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Morris Financial Concepts held 3,940 shares of Vanguard S&P 500 ETF worth $2.71M as of Q2 2026.
Morris Financial Concepts bought 67 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $44.7K.
Vanguard S&P 500 ETF made up 0.83% of Morris Financial Concepts's portfolio in Q2 2026, its #24 holding.
Morris Financial Concepts first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.