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Marshall & Sterling Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$159K Buy
232
+11
+5% +$7.33K 0.09% 102
2026
Q1 		$132K Buy
221
+9
+4% +$5.63K 0.09% 107
2025
Q4 		$133K Buy
212
+144
+212% +$89.5K 0.09% 102
2025
Q3 		$40.8K Sell
68
-40
-37% -$23.6K 0.03% 191
2025
Q2 		$60.2K Buy
108
+2
+2% +$1.05K 0.04% 142
2025
Q1 		$54.5K Hold
106
– – 0.04% 144
2024
Q4 		$56.9K Buy
+106
New +$57.4K 0.04% 119

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

Marshall & Sterling Wealth Advisors's VOO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q2 2026, buying an estimated $7.33K and bringing the position to 232 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #102.

Marshall & Sterling Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 232 shares of Vanguard S&P 500 ETF worth $159K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 11 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $7.33K.
  • Vanguard S&P 500 ETF made up 0.09% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #102 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.