Trademark Financial Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Trademark Financial 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	$213K	Buy	+310	New	+$207K	0.09%	103
2024 Q1	–	Sell	-7,432	Closed	-$3.25M	–	90
2023 Q4	$3.25M	Buy	+7,432	New	+$3.04M	2.38%	11

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

Trademark Financial Management's VOO Position: Q2 2026 in Review

Trademark Financial Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 310 shares worth $213K. The stake represents 0.09% of the portfolio and ranks #103 among its holdings. This is a return to the name: Trademark Financial Management previously reported a position in VOO as recently as Q4 2023.

Trademark Financial Management first reported a position in VOO in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.25M in Q4 2023. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Trademark Financial Management held 310 shares of Vanguard S&P 500 ETF worth $213K as of Q2 2026.
Vanguard S&P 500 ETF was a new Trademark Financial Management position in Q2 2026.
Vanguard S&P 500 ETF made up 0.09% of Trademark Financial Management's portfolio in Q2 2026, its #103 holding.
Trademark Financial Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 2 quarters since.
Trademark Financial Management's Vanguard S&P 500 ETF position peaked at $3.25M in Q4 2023.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.