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

Sherman 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	$249K	Buy	+363	New	+$242K	0.19%	77

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sherman Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 363 shares worth $249K. The stake represents 0.19% of the portfolio and ranks #77 among its holdings.

2,960 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sherman Wealth Management held 363 shares of Vanguard S&P 500 ETF worth $249K as of Q2 2026.
Vanguard S&P 500 ETF was a new Sherman Wealth Management position in Q2 2026.
Vanguard S&P 500 ETF made up 0.19% of Sherman Wealth Management's portfolio in Q2 2026, its #77 holding.
2,960 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.