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

Moulton 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
2025
Q2 		– Sell
-35,515
Closed -$18.3M – 43
2025
Q1 		$18.3M Buy
35,515
+878
+3% +$475K 13.92% 1
2024
Q4 		$18.7M Buy
34,637
+3,897
+13% +$2.11M 14.33% 1
2024
Q3 		$16.2M Buy
30,740
+8,791
+40% +$4.47M 13.5% 3
2024
Q2 		$11.3M Buy
21,949
+19,916
+980% +$9.58M 10.23% 3
2024
Q1 		$977K Buy
2,033
+49
+2% +$22.4K 1.02% 16
2023
Q4 		$864K Buy
1,984
+30
+2% +$12.3K 1.11% 11
2023
Q3 		$781K Sell
1,954
-63
-3% -$25.8K 1.15% 12
2023
Q2 		$822K Sell
2,017
-64
-3% -$24.7K 1.45% 12
2023
Q1 		$783K Sell
2,081
-2,413
-54% -$885K 1.72% 12
2022
Q4 		$1.62M Sell
4,494
-35
-0.8% -$12.4K 5.55% 4
2022
Q3 		$1.49M Sell
4,529
-12,827
-74% -$4.68M 9.35% 3
2022
Q2 		$7.23M Hold
17,356
– – 7.52% 4
2022
Q1 		$7.23M Sell
17,356
-12,697
-42% -$5.2M 7.52% 4
2021
Q4 		$13.2M Sell
30,053
-554
-2% -$234K 9.65% 2
2021
Q3 		$12.2M Buy
30,607
+17,121
+127% +$6.95M 9.12% 2
2021
Q2 		$5.31M Sell
13,486
-5,352
-28% -$2.05M 3.87% 11
2021
Q1 		$7.03M Sell
18,838
-11,542
-38% -$4.09M 5.31% 7
2020
Q4 		$10.6M Buy
30,380
+7,365
+32% +$2.4M 8.52% 3
2020
Q3 		$7.45M Buy
23,015
+357
+2% +$109K 8.16% 6
2020
Q2 		$6.5M Buy
+22,658
New +$6.1M 8.2% 4
2020
Q1 		– Sell
-1,738
Closed -$515K – 27
2019
Q4 		$515K Buy
+1,738
New +$492K 0.43% 21

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Moulton Wealth Management's VOO Position: Q2 2025 in Review

Moulton Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 35,515 shares — an estimated $18.3M sold.

Moulton Wealth Management first reported a position in VOO in Q4 2019 and held it in 21 quarters. The position peaked at $18.7M in Q4 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Moulton Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Moulton Wealth Management sold 35,515 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $18.3M.
  • Moulton Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 21 quarters.
  • Moulton Wealth Management's Vanguard S&P 500 ETF position peaked at $18.7M in Q4 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Moulton Wealth Management's 13F filing for Q2 2025, filed 8 Jul 2025.