Moss Adams Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Moss Adams Wealth Advisors’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	$5.31M	Buy	8,886 +27	+0.3%	+$16.9K	0.39%	24
2025 Q4	$5.56M	Buy	8,859 +174	+2%	+$108K	0.4%	24
2025 Q3	$5.33M	Buy	8,685 +518	+6%	+$305K	0.42%	23
2025 Q2	$4.65M	Buy	8,167 +83	+1%	+$43.6K	0.42%	23
2025 Q1	$4.15M	Buy	8,084 +2,137	+36%	+$1.16M	0.44%	22
2024 Q4	$3.2M	Buy	5,947 +4,231	+247%	+$2.29M	0.34%	26
2024 Q3	$908K	Buy	1,716 +124	+8%	+$63K	0.1%	63
2024 Q2	$799K	Sell	1,592 -15	-0.9%	-$7.22K	0.11%	58
2024 Q1	$773K	Sell	1,607 -146	-8%	-$66.8K	0.12%	57
2023 Q4	$766K	Buy	1,753 +1,523	+662%	+$624K	0.16%	40
2023 Q3	$90.7K	Sell	230 -1	-0.4%	-$409	0.03%	107
2023 Q2	$94.4K	Sell	231 -546	-70%	-$211K	0.03%	99
2023 Q1	$292K	Buy	777 +545	+235%	+$200K	0.1%	64
2022 Q4	$81.5K	Buy	+232	New	+$82K	0.04%	114

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

Moss Adams Wealth Advisors's VOO Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.3% in Q1 2026, buying an estimated $16.9K and bringing the position to 8,886 shares worth $5.31M. The position accounts for 0.39% of the portfolio, ranked #24.

Moss Adams Wealth Advisors first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.56M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Moss Adams Wealth Advisors held 8,886 shares of Vanguard S&P 500 ETF worth $5.31M as of Q1 2026.
Moss Adams Wealth Advisors bought 27 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $16.9K.
Vanguard S&P 500 ETF made up 0.39% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Moss Adams Wealth Advisors's Vanguard S&P 500 ETF position peaked at $5.56M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.