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Abacus Planning Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Abacus Planning Group’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 		$20.2M Sell
29,477
-1,453
-5% -$969K 2.5% 9
2026
Q1 		$18.5M Sell
30,930
-430
-1% -$269K 2.49% 10
2025
Q4 		$19.7M Buy
31,360
+353
+1% +$219K 2.62% 9
2025
Q3 		$19M Sell
31,007
-393
-1% -$232K 2.62% 10
2025
Q2 		$17.8M Sell
31,400
-319
-1% -$168K 2.65% 10
2025
Q1 		$16.3M Sell
31,719
-256
-0.8% -$138K 2.86% 9
2024
Q4 		$17.2M Sell
31,975
-169
-0.5% -$91.5K 3.03% 9
2024
Q3 		$17M Sell
32,144
-641
-2% -$326K 3.03% 9
2024
Q2 		$16.4M Sell
32,785
-99
-0.3% -$47.6K 3.18% 8
2024
Q1 		$15.8M Sell
32,884
-778
-2% -$356K 3.09% 9
2023
Q4 		$14.7M Sell
33,662
-718
-2% -$294K 3.1% 9
2023
Q3 		$13.5M Buy
34,380
+173
+0.5% +$70.7K 3.29% 8
2023
Q2 		$13.9M Buy
34,207
+128
+0.4% +$49.4K 3.37% 8
2023
Q1 		$12.8M Buy
34,079
+323
+1% +$118K 3.3% 8
2022
Q4 		$11.9M Buy
33,756
+4,378
+15% +$1.55M 3.24% 7
2022
Q3 		$9.64M Buy
29,378
+498
+2% +$182K 2.91% 9
2022
Q2 		$10M Buy
28,880
+9,993
+53% +$3.76M 2.95% 9
2022
Q1 		$7.84M Buy
18,887
+1,029
+6% +$421K 2.11% 10
2021
Q4 		$7.8M Sell
17,858
-137
-0.8% -$57.8K 2.08% 10
2021
Q3 		$7.1M Buy
17,995
+16
+0.1% +$6.49K 2.26% 9
2021
Q2 		$7.08M Buy
17,979
+218
+1% +$83.7K 2.16% 9
2021
Q1 		$6.47M Sell
17,761
-256
-1% -$90.8K 2.07% 10
2020
Q4 		$6.19M Buy
18,017
+507
+3% +$165K 1.91% 11
2020
Q3 		$5.39M Sell
17,510
-845
-5% -$257K 1.96% 11
2020
Q2 		$5.2M Buy
18,355
+3,916
+27% +$1.05M 2.12% 9
2020
Q1 		$3.42M Buy
+14,439
New +$4.05M 1.68% 12

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Abacus Planning Group's VOO Position: Q2 2026 in Review

Abacus Planning Group reduced its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q2 2026, selling an estimated $969K and leaving 29,477 shares worth $20.2M. The position accounts for 2.5% of the portfolio, ranked #9.

Abacus Planning Group first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Abacus Planning Group held 29,477 shares of Vanguard S&P 500 ETF worth $20.2M as of Q2 2026.
  • Abacus Planning Group sold 1,453 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $969K.
  • Vanguard S&P 500 ETF made up 2.5% of Abacus Planning Group's portfolio in Q2 2026, its #9 holding.
  • Abacus Planning Group first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.