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

Shulman DeMeo 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	$679K	Buy	989 +2	+0.2%	+$1.33K	0.13%	59
2026 Q1	$590K	Buy	987 +1	+0.1%	+$625	0.13%	62
2025 Q4	$618K	Buy	986 +4	+0.4%	+$2.49K	0.14%	56
2025 Q3	$601K	Buy	982 +2	+0.2%	+$1.18K	0.14%	54
2025 Q2	$557K	Hold	980	–	–	0.14%	60
2025 Q1	$504K	Buy	980 +2	+0.2%	+$1.08K	0.14%	61
2024 Q4	$527K	Buy	978 +4	+0.4%	+$2.17K	0.14%	58
2024 Q3	$514K	Buy	974 +1	+0.1%	+$508	0.13%	69
2024 Q2	$487K	Hold	973	–	–	0.13%	64
2024 Q1	$468K	Buy	973 +1	+0.1%	+$458	0.12%	72
2023 Q4	$425K	Buy	972 +5	+0.5%	+$2.05K	0.12%	76
2023 Q3	$380K	Buy	967 +2	+0.2%	+$818	0.13%	76
2023 Q2	$393K	Buy	965 +139	+17%	+$53.6K	0.12%	79
2023 Q1	$311K	Buy	826 +3	+0.4%	+$1.1K	0.1%	96
2022 Q4	$289K	Buy	823 +8	+1%	+$2.83K	0.1%	101
2022 Q3	$268K	Buy	815 +3	+0.4%	+$1.1K	0.1%	103
2022 Q2	$282K	Hold	812	–	–	0.09%	102
2022 Q1	$337K	Buy	812 +3	+0.4%	+$1.23K	0.09%	102
2021 Q4	$353K	Buy	809 +5	+0.6%	+$2.11K	0.09%	104
2021 Q3	$317K	Buy	+804	New	+$326K	0.28%	59
2021 Q2	–	Sell	-800	Closed	-$292K	–	139
2021 Q1	$292K	Sell	800 -8	-1%	-$2.84K	0.08%	107
2020 Q4	$278K	Sell	808 -34	-4%	-$11.1K	0.08%	109
2020 Q3	$259K	Buy	842 +4	+0.5%	+$1.22K	0.09%	93
2020 Q2	$237K	Buy	+838	New	+$226K	0.09%	93
2020 Q1	–	Sell	-826	Closed	-$244K	–	128
2019 Q4	$244K	Buy	826 +8	+1%	+$2.26K	0.08%	113
2019 Q3	$223K	Sell	818 -106	-11%	-$28.8K	0.07%	119
2019 Q2	$249K	Hold	924	–	–	0.09%	108
2019 Q1	$240K	Buy	+924	New	+$231K	0.09%	108

Other funds holding VOO

CCWA

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Shulman DeMeo Asset Management's VOO Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.2% in Q2 2026, buying an estimated $1.33K and bringing the position to 989 shares worth $679K. The position accounts for 0.13% of the portfolio, ranked #59.

Shulman DeMeo Asset Management first reported a position in VOO in Q1 2019 and has held it in 28 quarters since. 772 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Shulman DeMeo Asset Management held 989 shares of Vanguard S&P 500 ETF worth $679K as of Q2 2026.
Shulman DeMeo Asset Management bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.13% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #59 holding.
Shulman DeMeo Asset Management first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 28 quarters since.
772 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.