Marshall Financial Group LLC Vanguard Index Fds S&P 500 ETF Transaction History

Marshall Financial Group LLC

$458 Million
Q3 2025

A detailed history of Marshall Financial Group LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Marshall Financial Group LLC holds 16,617 shares of VOO stock, worth $10.4 Million. This represents 2.22% of its overall portfolio holdings.

Number of Shares

16,617

Previous 822 1921.53%

Holding current value

$10.4 Million

Previous $466,000 2083.48%

% of portfolio

2.22%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 08, 2025	BUY	$567.77 - $614.76 $8.97 Million - $9.71 Million	15,795 Added 1921.53%	16,617 $10.2 Million
Q2 2025 Jul 10, 2025	SELL	$456.74 - $568.03 $6.47 Million - $8.04 Million	-14,156 Reduced 94.51%	822 $466,000
Q1 2025 Apr 16, 2025	BUY	$507.05 - $563.67 $7.59 Million - $8.44 Million	14,978 New	14,978 $7.7 Million
Q1 2022 May 10, 2022	SELL	$382.7 - $439.25 $184,461 - $211,718	-482 Closed	0 $0
Q4 2021 Jan 27, 2022	BUY	$394.21 - $439.01 $190,009 - $211,602	482 New	482 $211,000

Others Institutions Holding VOO

# of Institutions

3,803

Shares Held

513M

Call Options Held

2.83M

Put Options Held

3.09M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Marshall Financial Group LLC Vanguard Index Fds S&P 500 ETF Transaction History