SWM
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Shakespeare Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Shakespeare Wealth Management’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 		$699K Buy
1,170
+59
+5% +$36.9K 0.17% 51
2025
Q4 		$696K Buy
1,111
+14
+1% +$8.7K 0.15% 53
2025
Q3 		$672K Sell
1,097
-150
-12% -$88.4K 0.15% 53
2025
Q2 		$709K Buy
1,247
+157
+14% +$82.5K 0.19% 50
2025
Q1 		$560K Sell
1,090
-5
-0.5% -$2.7K 0.15% 56
2024
Q4 		$590K Buy
1,095
+4
+0.4% +$2.17K 0.16% 50
2024
Q3 		$576K Buy
1,091
+346
+46% +$176K 0.15% 59
2024
Q2 		$373K Buy
745
+18
+2% +$8.66K 0.11% 67
2024
Q1 		$349K Buy
727
+18
+3% +$8.24K 0.1% 66
2023
Q4 		$310K Buy
+709
New +$290K 0.1% 67

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 $1.47T 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 $761B 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