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American Planning Services’s Vanguard S&P 500 ETF VOO Stock Holding History

American Planning Services’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
2024
Q3 		$435K Hold
824
– – 0.34% 34
2024
Q2 		$412K Hold
824
– – 0.29% 36
2024
Q1 		$396K Buy
824
+74
+10% +$33.9K 0.29% 30
2023
Q4 		$328K Sell
750
-105
-12% -$43K 0.25% 33
2023
Q3 		$336K Buy
855
+105
+14% +$42.9K 0.22% 23
2023
Q2 		$305K Buy
+750
New +$289K 0.2% 27

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Planning Services's VOO Position: Q3 2024 in Review

American Planning Services held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2024 at 824 shares worth $435K. The position accounts for 0.34% of the portfolio, ranked #34.

American Planning Services first reported a position in VOO in Q2 2023 and has held it in 6 quarters since. 2,932 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • American Planning Services held 824 shares of Vanguard S&P 500 ETF worth $435K as of Q3 2024.
  • American Planning Services left its Vanguard S&P 500 ETF share count unchanged in Q3 2024.
  • Vanguard S&P 500 ETF made up 0.34% of American Planning Services's portfolio in Q3 2024, its #34 holding.
  • American Planning Services first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 6 quarters since.
  • 2,932 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.