CFFP
VOO icon

Center for Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Center for Financial 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 		$377M Buy
549,217
+4,992
+0.9% +$3.33M 35.26% 1
2026
Q1 		$325M Buy
544,225
+2,869
+0.5% +$1.79M 33.95% 1
2025
Q4 		$340M Buy
541,356
+3,475
+0.6% +$2.16M 35.32% 1
2025
Q3 		$329M Buy
537,881
+3,373
+0.6% +$1.99M 35.21% 1
2025
Q2 		$304M Buy
534,508
+3,801
+0.7% +$2M 34.82% 1
2025
Q1 		$273M Buy
530,707
+4,616
+0.9% +$2.5M 34.85% 1
2024
Q4 		$283M Sell
526,091
-194
-0% -$105K 37.83% 1
2024
Q3 		$278M Buy
526,285
+973
+0.2% +$495K 37.68% 1
2024
Q2 		$263M Buy
525,312
+20,025
+4% +$9.64M 37.98% 1
2024
Q1 		$243M Buy
505,287
+55,181
+12% +$25.3M 36.31% 1
2023
Q4 		$197M Buy
450,106
+48,049
+12% +$19.7M 36.13% 1
2023
Q3 		$158M Buy
402,057
+6,294
+2% +$2.57M 34.11% 1
2023
Q2 		$161M Buy
395,763
+1,004
+0.3% +$387K 33.83% 1
2023
Q1 		$148M Buy
394,759
+4,025
+1% +$1.48M 34.24% 1
2022
Q4 		$137M Buy
390,734
+19,477
+5% +$6.88M 33.37% 1
2022
Q3 		$122M Buy
371,257
+3,412
+0.9% +$1.25M 32.54% 1
2022
Q2 		$128M Sell
367,845
-35,987
-9% -$13.6M 32.42% 1
2022
Q1 		$168M Buy
403,832
+29,281
+8% +$12M 34.37% 1
2021
Q4 		$164M Buy
374,551
+121,752
+48% +$51.4M 33.49% 1
2021
Q3 		$99.7M Buy
252,799
+31,082
+14% +$12.6M 24.24% 1
2021
Q2 		$87.3M Buy
221,717
+4,371
+2% +$1.68M 21.48% 1
2021
Q1 		$79.2M Buy
217,346
+10,828
+5% +$3.84M 20.67% 1
2020
Q4 		$71M Buy
206,518
+14,554
+8% +$4.74M 20.11% 1
2020
Q3 		$59.1M Buy
191,964
+31,787
+20% +$9.68M 18.99% 1
2020
Q2 		$45.4M Buy
160,177
+11,569
+8% +$3.11M 15.86% 2
2020
Q1 		$35.2M Sell
148,608
-1,681
-1% -$471K 11.9% 3
2019
Q4 		$44.5M Buy
+150,289
New +$42.5M 11.14% 4

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Center for Financial Planning's VOO Position: Q2 2026 in Review

Center for Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 0.92% in Q2 2026, buying an estimated $3.33M and bringing the position to 549,217 shares worth $377M. The position accounts for 35.26% of the portfolio, ranked #1.

Center for Financial Planning first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 1,397 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Center for Financial Planning held 549,217 shares of Vanguard S&P 500 ETF worth $377M as of Q2 2026.
  • Center for Financial Planning bought 4,992 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33M.
  • Vanguard S&P 500 ETF made up 35.26% of Center for Financial Planning's portfolio in Q2 2026, its #1 holding.
  • Center for Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,397 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.