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

Capital Planning’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
Q3 		$749K Buy
1,068
+744
+230% +$520K 0.2% 47
2026
Q2 		$223K Sell
324
-36
-10% -$24K 0.06% 84
2026
Q1 		$215K Buy
+360
New +$225K 0.07% 79
2023
Q1 		– Sell
-745
Closed -$262K – 75
2022
Q4 		$262K Buy
+745
New +$263K 0.12% 71

Other funds holding VOO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Capital Planning's VOO Position: Q3 2026 in Review

Capital Planning increased its Vanguard S&P 500 ETF (VOO) stake by 230% in Q3 2026, buying an estimated $520K and bringing the position to 1,068 shares worth $749K. The position accounts for 0.2% of the portfolio, ranked #47.

Capital Planning first reported a position in VOO in Q4 2022 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Capital Planning held 1,068 shares of Vanguard S&P 500 ETF worth $749K as of Q3 2026.
  • Capital Planning bought 744 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $520K.
  • Vanguard S&P 500 ETF made up 0.2% of Capital Planning's portfolio in Q3 2026, its #47 holding.
  • Capital Planning first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.