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

Marcum Wealth’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
Q1 		$15.2M Buy
29,530
+476
+2% +$257K 1.31% 16
2024
Q4 		$15.7M Sell
29,054
-204
-0.7% -$110K 1.36% 15
2024
Q3 		$15.4M Buy
29,258
+823
+3% +$418K 1.43% 14
2024
Q2 		$14.2M Sell
28,435
-318
-1% -$153K 1.43% 15
2024
Q1 		$13.8M Sell
28,753
-1,159
-4% -$530K 1.4% 15
2023
Q4 		$13.1M Buy
29,912
+551
+2% +$226K 1.39% 14
2023
Q3 		$11.5M Buy
29,361
+1,190
+4% +$487K 1.39% 14
2023
Q2 		$11.5M Sell
28,171
-1,524
-5% -$588K 1.35% 14
2023
Q1 		$11.2M Buy
29,695
+417
+1% +$153K 1.39% 13
2022
Q4 		$10.3M Buy
29,278
+983
+3% +$347K 1.36% 12
2022
Q3 		$9.29M Buy
28,295
+900
+3% +$329K 1.41% 12
2022
Q2 		$9.5M Buy
27,395
+1,939
+8% +$730K 1.42% 12
2022
Q1 		$10.6M Buy
25,456
+293
+1% +$120K 1.46% 12
2021
Q4 		$11M Sell
25,163
-572
-2% -$241K 1.53% 12
2021
Q3 		$10.2M Buy
25,735
+87
+0.3% +$35.3K 1.59% 12
2021
Q2 		$10.1M Buy
25,648
+948
+4% +$364K 1.64% 11
2021
Q1 		$9M Buy
24,700
+23,989
+3,374% +$8.51M 1.48% 11
2020
Q4 		$244K Sell
711
-6
-0.8% -$1.96K 0.06% 117
2020
Q3 		$221K Sell
717
-833
-54% -$254K 0.07% 104
2020
Q2 		$439K Buy
1,550
+469
+43% +$126K 0.14% 62
2020
Q1 		$256K Buy
1,081
+180
+20% +$50.4K 0.1% 72
2019
Q4 		$267K Buy
+901
New +$255K 0.1% 82

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Marcum Wealth's VOO Position: Q1 2025 in Review

Marcum Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2025, buying an estimated $257K and bringing the position to 29,530 shares worth $15.2M. The position accounts for 1.31% of the portfolio, ranked #16.

Marcum Wealth first reported a position in VOO in Q4 2019 and has held it in 22 quarters since. The position peaked at $15.7M in Q4 2024. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Marcum Wealth held 29,530 shares of Vanguard S&P 500 ETF worth $15.2M as of Q1 2025.
  • Marcum Wealth bought 476 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $257K.
  • Vanguard S&P 500 ETF made up 1.31% of Marcum Wealth's portfolio in Q1 2025, its #16 holding.
  • Marcum Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard S&P 500 ETF position peaked at $15.7M in Q4 2024.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.