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Shaker Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Shaker Financial Services’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 		$2.62M Buy
3,808
+1,781
+88% +$1.19M 0.82% 43
2026
Q1 		$1.21M Buy
+2,027
New +$1.27M 0.42% 80

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

Shaker Financial Services's VOO Position: Q2 2026 in Review

Shaker Financial Services increased its Vanguard S&P 500 ETF (VOO) stake by 88% in Q2 2026, buying an estimated $1.19M and bringing the position to 3,808 shares worth $2.62M. The position accounts for 0.82% of the portfolio, ranked #43.

Shaker Financial Services first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. 1,073 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Shaker Financial Services held 3,808 shares of Vanguard S&P 500 ETF worth $2.62M as of Q2 2026.
  • Shaker Financial Services bought 1,781 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.19M.
  • Vanguard S&P 500 ETF made up 0.82% of Shaker Financial Services's portfolio in Q2 2026, its #43 holding.
  • Shaker Financial Services first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,073 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.