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 Q2	$17.9M	Buy	25,996 +2,633	+11%	+$1.76M	2.6%	9
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

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

Marshall Financial Group (Maryland)'s VOO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, buying an estimated $1.76M and bringing the position to 25,996 shares worth $17.9M. The position accounts for 2.6% of the portfolio, ranked #9.

Marshall Financial Group (Maryland) first reported a position in VOO in Q4 2021 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Marshall Financial Group (Maryland) held 25,996 shares of Vanguard S&P 500 ETF worth $17.9M as of Q2 2026.
Marshall Financial Group (Maryland) bought 2,633 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.76M.
Vanguard S&P 500 ETF made up 2.6% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #9 holding.
Marshall Financial Group (Maryland) first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.