Morse Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Morse Asset 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	$314K	Sell	457 -80	-15%	-$53.3K	0.05%	142
2026 Q1	$321K	Hold	537	–	–	0.07%	139
2025 Q4	$337K	Hold	537	–	–	0.07%	138
2025 Q3	$329K	Sell	537 -1	-0.2%	-$589	0.07%	130
2025 Q2	$306K	Hold	538	–	–	0.07%	136
2025 Q1	$276K	Buy	538 +8	+2%	+$4.33K	0.07%	128
2024 Q4	$286K	Hold	530	–	–	0.07%	137
2024 Q3	$280K	Hold	530	–	–	0.06%	158
2024 Q2	$265K	Sell	530 -15	-3%	-$7.22K	0.06%	135
2024 Q1	$262K	Hold	545	–	–	0.07%	131
2023 Q4	$238K	Sell	545 -5	-0.9%	-$2.05K	0.07%	122
2023 Q3	$216K	Hold	550	–	–	0.07%	128
2023 Q2	$224K	Sell	550 -25	-4%	-$9.64K	0.07%	134
2023 Q1	$216K	Hold	575	–	–	0.07%	133
2022 Q4	$202K	Buy	+575	New	+$203K	0.07%	129
2022 Q2	–	Sell	-575	Closed	-$239K	–	163
2022 Q1	$239K	Hold	575	–	–	0.06%	157
2021 Q4	$251K	Hold	575	–	–	0.06%	157
2021 Q3	$227K	Buy	+575	New	+$233K	0.05%	150

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

Morse Asset Management's VOO Position: Q2 2026 in Review

Morse Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, selling an estimated $53.3K and leaving 457 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #142.

Morse Asset Management first reported a position in VOO in Q3 2021 and has held it in 18 quarters since. The position peaked at $337K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Morse Asset Management held 457 shares of Vanguard S&P 500 ETF worth $314K as of Q2 2026.
Morse Asset Management sold 80 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $53.3K.
Vanguard S&P 500 ETF made up 0.05% of Morse Asset Management's portfolio in Q2 2026, its #142 holding.
Morse Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 18 quarters since.
Morse Asset Management's Vanguard S&P 500 ETF position peaked at $337K in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.