Mark Sheptoff Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Mark Sheptoff Financial Planning’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	$21.5K	Hold	31	–	–	0.01%	281
2026 Q1	$20.8K	Sell	31 -26	-46%	-$16.3K	0.01%	271
2025 Q4	$35.8K	Hold	57	–	–	0.02%	221
2025 Q3	$34.9K	Hold	57	–	–	0.02%	221
2025 Q2	$32.4K	Hold	57	–	–	0.02%	220
2025 Q1	$29.3K	Hold	57	–	–	0.02%	211
2024 Q4	$30.7K	Hold	57	–	–	0.02%	216
2024 Q3	$30.1K	Hold	57	–	–	0.02%	213
2024 Q2	$28.5K	Hold	57	–	–	0.02%	228
2024 Q1	$27.4K	Hold	57	–	–	0.02%	218
2023 Q4	$24.9K	Buy	+57	New	+$23.3K	0.02%	209
2021 Q2	–	Sell	-100	Closed	-$36K	–	436
2021 Q1	$36K	Sell	100 -100	-50%	-$35.5K	0.02%	192
2020 Q4	$69K	Hold	200	–	–	0.04%	145
2020 Q3	$62K	Hold	200	–	–	0.04%	138
2020 Q2	$57K	Hold	200	–	–	0.04%	142
2020 Q1	$47K	Hold	200	–	–	0.04%	137
2019 Q4	$59K	Hold	200	–	–	0.04%	144
2019 Q3	$55K	Hold	200	–	–	0.04%	143
2019 Q2	$54K	Hold	200	–	–	0.04%	151
2019 Q1	$52K	Hold	200	–	–	0.04%	147
2018 Q4	$46K	Hold	200	–	–	0.04%	141
2018 Q3	$53K	Hold	200	–	–	0.04%	159
2018 Q2	$50K	Buy	+200	New	+$49.6K	0.04%	157

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

Mark Sheptoff Financial Planning's VOO Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 31 shares worth $21.5K. The position accounts for 0.01% of the portfolio, ranked #281.

Mark Sheptoff Financial Planning first reported a position in VOO in Q2 2018 and has held it in 23 quarters since. The position peaked at $69K in Q4 2020. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Mark Sheptoff Financial Planning held 31 shares of Vanguard S&P 500 ETF worth $21.5K as of Q2 2026.
Mark Sheptoff Financial Planning left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #281 holding.
Mark Sheptoff Financial Planning first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 23 quarters since.
Mark Sheptoff Financial Planning's Vanguard S&P 500 ETF position peaked at $69K in Q4 2020.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.