APC
VOO icon

Asset Planning Corporation’s Vanguard S&P 500 ETF VOO Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$9.87M Sell
16,122
-62
-0.4% -$36.5K 4.68% 8
2025
Q2 		$9.19M Buy
16,184
+911
+6% +$479K 4.89% 8
2025
Q1 		$7.85M Buy
15,273
+807
+6% +$436K 4.63% 8
2024
Q4 		$7.79M Buy
14,466
+2,273
+19% +$1.23M 4.88% 6
2024
Q3 		$6.43M Buy
12,193
+28
+0.2% +$14.2K 4.2% 11
2024
Q2 		$6.08M Sell
12,165
-906
-7% -$436K 4.55% 10
2024
Q1 		$6.28M Buy
13,071
+155
+1% +$70.9K 4.59% 10
2023
Q4 		$5.64M Sell
12,916
-376
-3% -$154K 4.36% 11
2023
Q3 		$5.22M Sell
13,292
-473
-3% -$193K 4.02% 13
2023
Q2 		$5.61M Sell
13,765
-72
-0.5% -$27.8K 4.26% 12
2023
Q1 		$5.2M Sell
13,837
-499
-3% -$183K 4.18% 11
2022
Q4 		$5.04M Sell
14,336
-113
-0.8% -$39.9K 4.19% 11
2022
Q3 		$4.74M Buy
14,449
+116
+0.8% +$42.4K 4.44% 10
2022
Q2 		$4.97M Sell
14,333
-1,036
-7% -$390K 4.32% 10
2022
Q1 		$6.38M Buy
15,369
+101
+0.7% +$41.3K 5.57% 8
2021
Q4 		$6.67M Sell
15,268
-647
-4% -$273K 5.7% 9
2021
Q3 		$6.28M Sell
15,915
-730
-4% -$296K 5.81% 8
2021
Q2 		$6.55M Sell
16,645
-319
-2% -$122K 6.38% 6
2021
Q1 		$6.18M Sell
16,964
-1,378
-8% -$489K 6.43% 6
2020
Q4 		$6.3M Buy
+18,342
New +$5.98M 6.26% 8

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Asset Planning Corporation's VOO Position: Q3 2025 in Review

Asset Planning Corporation reduced its Vanguard S&P 500 ETF (VOO) stake by 0.38% in Q3 2025, selling an estimated $36.5K and leaving 16,122 shares worth $9.87M. The position accounts for 4.68% of the portfolio, ranked #8.

Asset Planning Corporation first reported a position in VOO in Q4 2020 and has held it in 20 quarters since. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Asset Planning Corporation held 16,122 shares of Vanguard S&P 500 ETF worth $9.87M as of Q3 2025.
  • Asset Planning Corporation sold 62 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $36.5K.
  • Vanguard S&P 500 ETF made up 4.68% of Asset Planning Corporation's portfolio in Q3 2025, its #8 holding.
  • Asset Planning Corporation first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • 3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.