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

Compass Planning Associates’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	$2.35M	Buy	3,348 +91	+3%	+$63.6K	1.23%	13
2026 Q2	$2.24M	Buy	3,257 +915	+39%	+$610K	1.21%	12
2026 Q1	$1.4M	Buy	2,342 +642	+38%	+$402K	0.89%	13
2025 Q4	$1.07M	Buy	1,700 +419	+33%	+$260K	0.74%	13
2025 Q3	$785K	Buy	1,281 +492	+62%	+$290K	0.72%	14
2025 Q2	$448K	Buy	789 +109	+16%	+$57.3K	0.41%	25
2025 Q1	$350K	Buy	680 +232	+52%	+$125K	0.35%	27
2024 Q4	$241K	Buy	+448	New	+$243K	0.24%	33

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Compass Planning Associates's VOO Position: Q3 2026 in Review

Compass Planning Associates increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q3 2026, buying an estimated $63.6K and bringing the position to 3,348 shares worth $2.35M. The position accounts for 1.23% of the portfolio, ranked #13.

Compass Planning Associates first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 964 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Compass Planning Associates held 3,348 shares of Vanguard S&P 500 ETF worth $2.35M as of Q3 2026.
Compass Planning Associates bought 91 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $63.6K.
Vanguard S&P 500 ETF made up 1.23% of Compass Planning Associates's portfolio in Q3 2026, its #13 holding.
Compass Planning Associates first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
964 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.