Mosley Wealth Management
VOO icon

Mosley Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Mosley Wealth 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 		$1.13M Buy
1,591
+337
+27% +$235K 0.33% 58
2026
Q2 		$861K Buy
1,254
+316
+34% +$211K 0.27% 65
2026
Q1 		$575K Hold
938
– – 0.26% 78
2025
Q4 		$581K Buy
+938
New +$583K 0.27% 84
2024
Q4 		$282K Buy
+510
New +$276K 0.17% 99

Other funds holding VOO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Mosley Wealth Management's VOO Position: Q3 2026 in Review

Mosley Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q3 2026, buying an estimated $235K and bringing the position to 1,591 shares worth $1.13M. The position accounts for 0.33% of the portfolio, ranked #58.

Mosley Wealth Management first reported a position in VOO in Q4 2024 and has held it in 5 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Mosley Wealth Management held 1,591 shares of Vanguard S&P 500 ETF worth $1.13M as of Q3 2026.
  • Mosley Wealth Management bought 337 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $235K.
  • Vanguard S&P 500 ETF made up 0.33% of Mosley Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Mosley Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.