SHJ
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Sharkey, Howes & Javer’s Vanguard S&P 500 ETF VOO Stock Holding History

Sharkey, Howes & Javer’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 		$4.87M Buy
7,088
+73
+1% +$48.7K 0.59% 30
2026
Q1 		$4.19M Sell
7,015
-135
-2% -$84.4K 0.56% 32
2025
Q4 		$4.48M Sell
7,150
-459
-6% -$285K 0.57% 31
2025
Q3 		$4.66M Sell
7,609
-3,739
-33% -$2.2M 0.6% 32
2025
Q2 		$6.45M Sell
11,348
-10,803
-49% -$5.68M 0.86% 28
2025
Q1 		$11.4M Sell
22,151
-3,622
-14% -$1.96M 1.63% 14
2024
Q4 		$13.9M Buy
25,773
+970
+4% +$525K 1.95% 12
2024
Q3 		$13.1M Sell
24,803
-2,418
-9% -$1.23M 1.86% 14
2024
Q2 		$13.6M Sell
27,221
-4,565
-14% -$2.2M 2.2% 9
2024
Q1 		$15.3M Sell
31,786
-6,237
-16% -$2.85M 2.5% 7
2023
Q4 		$16.6M Buy
38,023
+7,212
+23% +$2.95M 2.93% 7
2023
Q3 		$12.1M Buy
30,811
+6,170
+25% +$2.52M 2.32% 10
2023
Q2 		$10M Buy
24,641
+15,056
+157% +$5.81M 1.9% 13
2023
Q1 		$3.6M Buy
9,585
+6,492
+210% +$2.38M 0.77% 26
2022
Q4 		$1.09M Buy
3,093
+1,440
+87% +$509K 0.25% 51
2022
Q3 		$543K Buy
+1,653
New +$604K 0.12% 72
2019
Q3 		– Sell
-191
Closed -$51K – 179
2019
Q2 		$51K Hold
191
– – 0.02% 111
2019
Q1 		$50K Hold
191
– – 0.02% 111
2018
Q4 		$44K Hold
191
– – 0.03% 108
2018
Q3 		$51K Hold
191
– – 0.03% 111
2018
Q2 		$48K Hold
191
– – 0.03% 104
2018
Q1 		$46K Hold
191
– – 0.03% 96
2017
Q4 		$47K Hold
191
– – 0.03% 93
2017
Q3 		$45K Hold
191
– – 0.02% 94
2017
Q2 		$42K Hold
191
– – 0.02% 93
2017
Q1 		$41K Hold
191
– – 0.02% 103
2016
Q4 		$39K Buy
+191
New +$38.3K 0.02% 108

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

Sharkey, Howes & Javer's VOO Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its Vanguard S&P 500 ETF (VOO) stake by 1% in Q2 2026, buying an estimated $48.7K and bringing the position to 7,088 shares worth $4.87M. The position accounts for 0.59% of the portfolio, ranked #30.

Sharkey, Howes & Javer first reported a position in VOO in Q4 2016 and has held it in 27 quarters since. The position peaked at $16.6M in Q4 2023. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sharkey, Howes & Javer held 7,088 shares of Vanguard S&P 500 ETF worth $4.87M as of Q2 2026.
  • Sharkey, Howes & Javer bought 73 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $48.7K.
  • Vanguard S&P 500 ETF made up 0.59% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #30 holding.
  • Sharkey, Howes & Javer first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 27 quarters since.
  • Sharkey, Howes & Javer's Vanguard S&P 500 ETF position peaked at $16.6M in Q4 2023.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.