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

Taylor & Morgan 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
Q2 		$1.72M Buy
2,505
+1,265
+102% +$843K 0.85% 23
2026
Q1 		$741K Sell
1,240
-67
-5% -$41.9K 0.42% 35
2025
Q4 		$820K Buy
1,307
+670
+105% +$416K 0.46% 33
2025
Q3 		$390K Buy
637
+7
+1% +$4.13K 0.24% 51
2025
Q2 		$358K Sell
630
-2
-0.3% -$1.05K 0.24% 50
2025
Q1 		$325K Sell
632
-23
-4% -$12.4K 0.24% 48
2024
Q4 		$353K Buy
655
+52
+9% +$28.2K 0.25% 49
2024
Q3 		$318K Sell
603
-37
-6% -$18.8K 0.21% 51
2024
Q2 		$320K Sell
640
-75
-10% -$36.1K 0.23% 49
2024
Q1 		$344K Buy
715
+157
+28% +$71.9K 0.25% 48
2023
Q4 		$244K Buy
+558
New +$228K 0.19% 54

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Taylor & Morgan Wealth Management's VOO Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 102% in Q2 2026, buying an estimated $843K and bringing the position to 2,505 shares worth $1.72M. The position accounts for 0.85% of the portfolio, ranked #23.

Taylor & Morgan Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 923 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Taylor & Morgan Wealth Management held 2,505 shares of Vanguard S&P 500 ETF worth $1.72M as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 1,265 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $843K.
  • Vanguard S&P 500 ETF made up 0.85% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Taylor & Morgan Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 923 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.