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 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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Capital Planning's VOO Position: Q2 2026 in Review

Capital Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, selling an estimated $24K and leaving 324 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #84.

Capital Planning first reported a position in VOO in Q4 2022 and has held it in 3 quarters since. The position peaked at $262K in Q4 2022. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Capital Planning held 324 shares of Vanguard S&P 500 ETF worth $223K as of Q2 2026.
Capital Planning sold 36 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $24K.
Vanguard S&P 500 ETF made up 0.06% of Capital Planning's portfolio in Q2 2026, its #84 holding.
Capital Planning first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 3 quarters since.
Capital Planning's Vanguard S&P 500 ETF position peaked at $262K in Q4 2022.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.