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

Marshall Financial Group (Maryland)’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$766K Buy
3,496
+9
+0.3% +$1.94K 0.11% 174
2026
Q1 		$711K Buy
3,487
+10
+0.3% +$2.09K 0.11% 167
2025
Q4 		$712K Sell
3,477
-27
-0.8% -$5.47K 0.14% 175
2025
Q3 		$699K Buy
3,504
+11
+0.3% +$2.13K 0.14% 167
2025
Q2 		$665K Buy
3,493
+10
+0.3% +$1.8K 0.13% 171
2025
Q1 		$642K Buy
3,483
+10
+0.3% +$1.87K 0.14% 153
2024
Q4 		$641K Sell
3,473
-53
-2% -$10.2K 0.16% 140
2024
Q3 		$672K Buy
3,526
+13
+0.4% +$2.39K 0.16% 145
2024
Q2 		$618K Hold
3,513
– – 0.17% 120
2024
Q1 		$634K Sell
3,513
-20
-0.6% -$3.44K 0.18% 122
2023
Q4 		$593K Buy
3,533
+23
+0.7% +$3.57K 0.19% 123
2023
Q3 		$522K Buy
3,510
+10
+0.3% +$1.56K 0.19% 125
2023
Q2 		$545K Hold
3,500
– – 0.19% 123
2023
Q1 		$513K Buy
3,500
+9
+0.3% +$1.31K 0.18% 129
2022
Q4 		$489K Buy
3,491
+17
+0.5% +$2.35K 0.19% 127
2022
Q3 		$431K Hold
3,474
– – 0.18% 133
2022
Q2 		$461K Buy
3,474
+12
+0.3% +$1.71K 0.18% 137
2022
Q1 		$522K Buy
3,462
+8
+0.2% +$1.19K 0.21% 144
2021
Q4 		$523K Buy
3,454
+19
+0.6% +$2.79K 0.19% 147
2021
Q3 		$483K Hold
3,435
– – 0.25% 124
2021
Q2 		$490K Buy
3,435
+221
+7% +$31.5K 0.26% 122
2021
Q1 		$439K Hold
3,214
– – 0.26% 100
2020
Q4 		$398K Buy
+3,214
New +$376K 0.26% 98

Other funds holding VOOV

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Marshall Financial Group (Maryland) increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.26% in Q2 2026, buying an estimated $1.94K and bringing the position to 3,496 shares worth $766K. The position accounts for 0.11% of the portfolio, ranked #174.

Marshall Financial Group (Maryland) first reported a position in VOOV in Q4 2020 and has held it in 23 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Marshall Financial Group (Maryland) held 3,496 shares of Vanguard S&P 500 Value ETF worth $766K as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 9 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $1.94K.
  • Vanguard S&P 500 Value ETF made up 0.11% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #174 holding.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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