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 Q2	$7.16M	Buy	10,420 +1,534	+17%	+$1.02M	0.45%	21
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

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

Moss Adams Wealth Advisors's VOO Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q2 2026, buying an estimated $1.02M and bringing the position to 10,420 shares worth $7.16M. The position accounts for 0.45% of the portfolio, ranked #21.

Moss Adams Wealth Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Moss Adams Wealth Advisors held 10,420 shares of Vanguard S&P 500 ETF worth $7.16M as of Q2 2026.
Moss Adams Wealth Advisors bought 1,534 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.02M.
Vanguard S&P 500 ETF made up 0.45% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Moss Adams Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.