Moseley Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Moseley Investment 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	$626K	Buy	1,048 +6	+0.6%	+$3.75K	0.2%	76
2025 Q4	$654K	Buy	1,042 +212	+26%	+$132K	0.2%	80
2025 Q3	$509K	Sell	830 -36	-4%	-$21.2K	0.15%	97
2025 Q2	$492K	Buy	866 +11	+1%	+$5.78K	0.17%	92
2025 Q1	$440K	Buy	855 +4	+0.5%	+$2.16K	0.17%	98
2024 Q4	$459K	Sell	851 -7	-0.8%	-$3.79K	0.18%	96
2024 Q3	$452K	Buy	858 +26	+3%	+$13.2K	0.18%	99
2024 Q2	$416K	Sell	832 -23	-3%	-$11.1K	0.19%	92
2024 Q1	$411K	Sell	855 -12	-1%	-$5.49K	0.2%	92
2023 Q4	$379K	Sell	867 -752	-46%	-$308K	0.21%	98
2023 Q3	$636K	Sell	1,619 -10	-0.6%	-$4.09K	0.38%	64
2023 Q2	$664K	Buy	1,629 +437	+37%	+$169K	0.39%	65
2023 Q1	$448K	Buy	1,192 +463	+64%	+$170K	0.29%	83
2022 Q4	$256K	Sell	729 -10	-1%	-$3.53K	0.18%	117
2022 Q3	$243K	Hold	739	–	–	0.18%	115
2022 Q2	$256K	Buy	739 +74	+11%	+$27.9K	0.18%	125
2022 Q1	$276K	Buy	665 +18	+3%	+$7.37K	0.15%	142
2021 Q4	$283K	Buy	+647	New	+$273K	0.13%	154
2020 Q3	–	Sell	-1,215	Closed	-$344K	–	142
2020 Q2	$344K	Hold	1,215	–	–	0.29%	89
2020 Q1	$288K	Sell	1,215 -608	-33%	-$170K	0.34%	82
2019 Q4	$539K	Hold	1,823	–	–	0.53%	59
2019 Q3	$497K	Sell	1,823 -125	-6%	-$33.9K	0.52%	57
2019 Q2	$524K	Hold	1,948	–	–	0.49%	59
2019 Q1	$506K	Buy	+1,948	New	+$487K	0.53%	56

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

Moseley Investment Management's VOO Position: Q1 2026 in Review

Moseley Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.58% in Q1 2026, buying an estimated $3.75K and bringing the position to 1,048 shares worth $626K. The position accounts for 0.2% of the portfolio, ranked #76.

Moseley Investment Management first reported a position in VOO in Q1 2019 and has held it in 24 quarters since. The position peaked at $664K in Q2 2023. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Moseley Investment Management held 1,048 shares of Vanguard S&P 500 ETF worth $626K as of Q1 2026.
Moseley Investment Management bought 6 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.75K.
Vanguard S&P 500 ETF made up 0.2% of Moseley Investment Management's portfolio in Q1 2026, its #76 holding.
Moseley Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 24 quarters since.
Moseley Investment Management's Vanguard S&P 500 ETF position peaked at $664K in Q2 2023.
3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.