CPL
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Capital & Planning LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Capital & Planning LLC’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
Q1 		$12.5K Buy
+21
New +$13.1K 0.01% 94
2025
Q1 		– Sell
-7
Closed -$3.77K – 177
2024
Q4 		$3.77K Buy
+7
New +$3.79K ﹤0.01% 131

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Capital & Planning LLC's VOO Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 21 shares worth $12.5K. The stake represents 0.01% of the portfolio and ranks #94 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in VOO as recently as Q4 2024.

Capital & Planning LLC first reported a position in VOO in Q4 2024 and has held it in 2 quarters since. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Capital & Planning LLC held 21 shares of Vanguard S&P 500 ETF worth $12.5K as of Q1 2026.
  • Vanguard S&P 500 ETF was a new Capital & Planning LLC position in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #94 holding.
  • Capital & Planning LLC first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 2 quarters since.
  • 3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.