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

Marks Group 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 		$9.76M Buy
14,212
+53
+0.4% +$35.3K 0.85% 23
2026
Q1 		$8.46M Buy
14,159
+119
+0.8% +$74.4K 0.82% 24
2025
Q4 		$8.8M Sell
14,040
-1,573
-10% -$978K 0.84% 25
2025
Q3 		$9.56M Buy
15,613
+1
+0% +$589 0.89% 27
2025
Q2 		$8.87M Buy
15,612
+12,773
+450% +$6.71M 0.82% 45
2025
Q1 		$1.46M Sell
2,839
-86
-3% -$46.5K 0.14% 146
2024
Q4 		$1.58M Buy
2,925
+59
+2% +$32K 0.16% 136
2024
Q3 		$1.51M Hold
2,866
– – 0.14% 143
2024
Q2 		$1.43M Buy
2,866
+127
+5% +$61.1K 0.15% 145
2024
Q1 		$1.32M Hold
2,739
– – 0.14% 147
2023
Q4 		$1.2M Sell
2,739
-7,746
-74% -$3.17M 0.14% 153
2023
Q3 		$4.12M Hold
10,485
– – 0.51% 79
2023
Q2 		$4.27M Hold
10,485
– – 0.51% 81
2023
Q1 		$3.94M Buy
10,485
+2,288
+28% +$839K 0.5% 79
2022
Q4 		$2.88M Buy
8,197
+10
+0.1% +$3.53K 0.39% 91
2022
Q3 		$2.69M Sell
8,187
-33
-0.4% -$12.1K 0.41% 89
2022
Q2 		$2.85M Buy
8,220
+602
+8% +$227K 0.41% 85
2022
Q1 		$3.16M Sell
7,618
-541
-7% -$221K 0.4% 88
2021
Q4 		$3.56M Buy
8,159
+161
+2% +$68K 0.43% 86
2021
Q3 		$3.15M Buy
7,998
+7,092
+783% +$2.88M 0.43% 84
2021
Q2 		$356K Hold
906
– – 0.05% 204
2021
Q1 		$330K Hold
906
– – 0.05% 204
2020
Q4 		$311K Buy
906
+86
+10% +$28K 0.05% 208
2020
Q3 		$252K Hold
820
– – 0.05% 215
2020
Q2 		$232K Buy
+820
New +$221K 0.05% 214
2020
Q1 		– Sell
-720
Closed -$213K – 249
2019
Q4 		$213K Buy
+720
New +$204K 0.04% 223

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Marks Group Wealth Management's VOO Position: Q2 2026 in Review

Marks Group Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.37% in Q2 2026, buying an estimated $35.3K and bringing the position to 14,212 shares worth $9.76M. The position accounts for 0.85% of the portfolio, ranked #23.

Marks Group Wealth Management first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Marks Group Wealth Management held 14,212 shares of Vanguard S&P 500 ETF worth $9.76M as of Q2 2026.
  • Marks Group Wealth Management bought 53 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $35.3K.
  • Vanguard S&P 500 ETF made up 0.85% of Marks Group Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Marks Group Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.