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 Q2	$779K	Sell	1,134 -36	-3%	-$24K	0.21%	37
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

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Shakespeare Wealth Management's VOO Position: Q2 2026 in Review

Shakespeare Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q2 2026, selling an estimated $24K and leaving 1,134 shares worth $779K. The position accounts for 0.21% of the portfolio, ranked #37.

Shakespeare Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Shakespeare Wealth Management held 1,134 shares of Vanguard S&P 500 ETF worth $779K as of Q2 2026.
Shakespeare Wealth Management sold 36 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24K.
Vanguard S&P 500 ETF made up 0.21% of Shakespeare Wealth Management's portfolio in Q2 2026, its #37 holding.
Shakespeare Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.