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 Q3	$319K	Sell	455 -2	-0.4%	-$1.4K	0.06%	137
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%	+$4.32K	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%	-$9.6K	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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Morse Asset Management's VOO Position: Q3 2026 in Review

Morse Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.44% in Q3 2026, selling an estimated $1.4K and leaving 455 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #137.

Morse Asset Management first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. The position peaked at $337K in Q4 2025. 3,371 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Morse Asset Management held 455 shares of Vanguard S&P 500 ETF worth $319K as of Q3 2026.
Morse Asset Management sold 2 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.4K.
Vanguard S&P 500 ETF made up 0.06% of Morse Asset Management's portfolio in Q3 2026, its #137 holding.
Morse Asset Management first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
Morse Asset Management's Vanguard S&P 500 ETF position peaked at $337K in Q4 2025.
3,371 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.