CPC
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Consolidated Planning Corp’s Vanguard S&P 500 ETF VOO Stock Holding History

Consolidated Planning Corp’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 		$1.09M Buy
1,823
+31
+2% +$19.4K 0.18% 78
2025
Q4 		$1.12M Buy
1,792
+4
+0.2% +$2.49K 0.11% 123
2025
Q3 		$1.09M Sell
1,788
-7,211
-80% -$4.25M 0.12% 123
2025
Q2 		$5.11M Buy
8,999
+6,783
+306% +$3.56M 0.64% 51
2025
Q1 		$1.14M Sell
2,216
-17,413
-89% -$9.41M 0.16% 106
2024
Q4 		$10.6M Buy
19,629
+5,749
+41% +$3.11M 1.44% 17
2024
Q3 		$7.32M Sell
13,880
-755
-5% -$384K 1.09% 25
2024
Q2 		$7.32M Sell
14,635
-525
-3% -$253K 1.21% 21
2024
Q1 		$7.29M Sell
15,160
-597
-4% -$273K 1.25% 22
2023
Q4 		$6.88M Buy
15,757
+12,941
+460% +$5.3M 1.28% 21
2023
Q3 		$1.11M Sell
2,816
-9,312
-77% -$3.81M 0.25% 82
2023
Q2 		$4.94M Buy
12,128
+11,021
+996% +$4.25M 1.04% 27
2023
Q1 		$416K Hold
1,107
– – 0.11% 88
2022
Q4 		$389K Buy
1,107
+3
+0.3% +$1.06K 0.11% 91
2022
Q3 		$362K Buy
1,104
+203
+23% +$74.1K 0.11% 85
2022
Q2 		$313K Sell
901
-23
-2% -$8.66K 0.1% 91
2022
Q1 		$384K Hold
924
– – 0.27% 36
2021
Q4 		$403K Hold
924
– – 0.26% 36
2021
Q3 		$364K Buy
924
+23
+3% +$9.33K 0.24% 36
2021
Q2 		$354K Sell
901
-5
-0.6% -$1.92K 0.26% 37
2021
Q1 		$330K Hold
906
– – 0.21% 37
2020
Q4 		$311K Hold
906
– – 0.2% 39
2020
Q3 		$278K Sell
906
-20
-2% -$6.09K 0.21% 36
2020
Q2 		$262K Hold
926
– – 0.26% 32
2020
Q1 		$219K Buy
926
+25
+3% +$7K 0.27% 34
2019
Q4 		$267K Buy
+901
New +$255K 0.26% 34

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Consolidated Planning Corp's VOO Position: Q1 2026 in Review

Consolidated Planning Corp increased its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q1 2026, buying an estimated $19.4K and bringing the position to 1,823 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #78.

Consolidated Planning Corp first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.6M in Q4 2024. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Consolidated Planning Corp held 1,823 shares of Vanguard S&P 500 ETF worth $1.09M as of Q1 2026.
  • Consolidated Planning Corp bought 31 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $19.4K.
  • Vanguard S&P 500 ETF made up 0.18% of Consolidated Planning Corp's portfolio in Q1 2026, its #78 holding.
  • Consolidated Planning Corp first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Consolidated Planning Corp's Vanguard S&P 500 ETF position peaked at $10.6M in Q4 2024.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.