Sherman Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Sherman Asset 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	$11K	Sell	16 -157	-91%	-$105K	0.01%	118
2026 Q1	$103K	Buy	173 +86	+99%	+$53.8K	0.1%	79
2025 Q4	$54.9K	Hold	87	–	–	0.05%	98
2025 Q3	$53.3K	Sell	87 -1	-1%	-$589	0.05%	99
2025 Q2	$50.5K	Sell	88 -1	-1%	-$526	0.04%	104
2025 Q1	$45.7K	Sell	89 -8	-8%	-$4.33K	0.04%	112
2024 Q4	$52.1K	Buy	+97	New	+$52.5K	0.05%	111

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 22.96% 1-Year Est. Return

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

Sherman Asset Management's VOO Position: Q2 2026 in Review

Sherman Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 91% in Q2 2026, selling an estimated $105K and leaving 16 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #118.

Sherman Asset Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $103K in Q1 2026. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sherman Asset Management held 16 shares of Vanguard S&P 500 ETF worth $11K as of Q2 2026.
Sherman Asset Management sold 157 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $105K.
Vanguard S&P 500 ETF made up 0.01% of Sherman Asset Management's portfolio in Q2 2026, its #118 holding.
Sherman Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's Vanguard S&P 500 ETF position peaked at $103K in Q1 2026.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.