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Marino Stram & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Marino Stram & Associates’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 		$436K Buy
730
+18
+3% +$11.3K 0.08% 125
2025
Q4 		$446K Sell
712
-65
-8% -$40.4K 0.08% 124
2025
Q3 		$476K Buy
777
+106
+16% +$62.5K 0.09% 125
2025
Q2 		$381K Buy
671
+38
+6% +$20K 0.08% 130
2025
Q1 		$325K Buy
633
+37
+6% +$20K 0.07% 124
2024
Q4 		$321K Buy
596
+144
+32% +$78K 0.07% 130
2024
Q3 		$238K Sell
452
-19
-4% -$9.66K 0.05% 157
2024
Q2 		$236K Sell
471
-12
-2% -$5.77K 0.06% 148
2024
Q1 		$232K Hold
483
– – 0.06% 157
2023
Q4 		$211K Buy
+483
New +$198K 0.05% 159
2022
Q2 		– Sell
-495
Closed -$205K – 149
2022
Q1 		$205K Sell
495
-7
-1% -$2.87K 0.06% 140
2021
Q4 		$219K Buy
+502
New +$212K 0.07% 144
2021
Q3 		– Sell
-1,497
Closed -$589K – 282
2021
Q2 		$589K Buy
+1,497
New +$575K 0.15% 112
2019
Q2 		– Sell
-163
Closed -$42K – 561
2019
Q1 		$42K Buy
163
+1
+0.6% +$250 0.03% 178
2018
Q4 		$37K Buy
162
+2
+1% +$495 0.03% 169
2018
Q3 		$43K Buy
160
+1
+0.6% +$262 0.03% 181
2018
Q2 		$40K Hold
159
– – 0.04% 188
2018
Q1 		$39K Hold
159
– – 0.04% 189
2017
Q4 		$39K Buy
+159
New +$38K 0.04% 191

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Marino Stram & Associates's VOO Position: Q1 2026 in Review

Marino Stram & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q1 2026, buying an estimated $11.3K and bringing the position to 730 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #125.

Marino Stram & Associates first reported a position in VOO in Q4 2017 and has held it in 19 quarters since. The position peaked at $589K in Q2 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Marino Stram & Associates held 730 shares of Vanguard S&P 500 ETF worth $436K as of Q1 2026.
  • Marino Stram & Associates bought 18 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $11.3K.
  • Vanguard S&P 500 ETF made up 0.08% of Marino Stram & Associates's portfolio in Q1 2026, its #125 holding.
  • Marino Stram & Associates first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 19 quarters since.
  • Marino Stram & Associates's Vanguard S&P 500 ETF position peaked at $589K in Q2 2021.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Marino Stram & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.