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Marshall Financial Group (Maryland)’s Vanguard S&P 500 ETF VOO Stock Holding History

Marshall Financial Group (Maryland)’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 		$14M Buy
23,363
+7,112
+44% +$4.45M 2.24% 11
2025
Q4 		$10.2M Sell
16,251
-366
-2% -$227K 1.98% 12
2025
Q3 		$10.2M Buy
16,617
+15,795
+1,922% +$9.31M 1.98% 12
2025
Q2 		$469K Sell
822
-14,156
-95% -$7.44M 0.09% 186
2025
Q1 		$7.7M Buy
+14,978
New +$8.1M 1.68% 14
2022
Q1 		– Sell
-482
Closed -$211K – 220
2021
Q4 		$211K Buy
+482
New +$203K 0.08% 205

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

Marshall Financial Group (Maryland)'s VOO Position: Q1 2026 in Review

Marshall Financial Group (Maryland) increased its Vanguard S&P 500 ETF (VOO) stake by 44% in Q1 2026, buying an estimated $4.45M and bringing the position to 23,363 shares worth $14M. The position accounts for 2.24% of the portfolio, ranked #11.

Marshall Financial Group (Maryland) first reported a position in VOO in Q4 2021 and has held it in 6 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Marshall Financial Group (Maryland) held 23,363 shares of Vanguard S&P 500 ETF worth $14M as of Q1 2026.
  • Marshall Financial Group (Maryland) bought 7,112 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.45M.
  • Vanguard S&P 500 ETF made up 2.24% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #11 holding.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 6 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.