Sherwood Financial Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Sherwood Financial Partners’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	$1.09M	Sell	1,582 -76	-5%	-$50.7K	0.87%	6
2026 Q1	$991K	Sell	1,658 -78	-4%	-$48.8K	0.88%	6
2025 Q4	$1.09M	Sell	1,736 -186	-10%	-$116K	0.94%	6
2025 Q3	$1.18M	Hold	1,922	–	–	1.03%	6
2025 Q2	$1.09M	Buy	1,922 +6	+0.3%	+$3.15K	1%	6
2025 Q1	$985K	Buy	+1,916	New	+$1.04M	0.96%	6

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

Sherwood Financial Partners's VOO Position: Q2 2026 in Review

Sherwood Financial Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q2 2026, selling an estimated $50.7K and leaving 1,582 shares worth $1.09M. The position accounts for 0.87% of the portfolio, ranked #6.

Sherwood Financial Partners first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18M in Q3 2025. 3,978 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sherwood Financial Partners held 1,582 shares of Vanguard S&P 500 ETF worth $1.09M as of Q2 2026.
Sherwood Financial Partners sold 76 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $50.7K.
Vanguard S&P 500 ETF made up 0.87% of Sherwood Financial Partners's portfolio in Q2 2026, its #6 holding.
Sherwood Financial Partners first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
Sherwood Financial Partners's Vanguard S&P 500 ETF position peaked at $1.18M in Q3 2025.
3,978 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sherwood Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.