CFP
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Cypress Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Cypress 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 		$581K Buy
845
+34
+4% +$22.7K 0.14% 60
2026
Q1 		$485K Buy
811
+22
+3% +$13.8K 0.13% 63
2025
Q4 		$499K Sell
789
-61
-7% -$37.9K 0.14% 62
2025
Q3 		$521K Buy
850
+12
+1% +$7.07K 0.16% 49
2025
Q2 		$476K Buy
838
+64
+8% +$33.6K 0.16% 48
2025
Q1 		$398K Sell
774
-94
-11% -$50.8K 0.14% 51
2024
Q4 		$468K Buy
868
+124
+17% +$67.2K 0.17% 42
2024
Q3 		$393K Sell
744
-3
-0.4% -$1.52K 0.15% 46
2024
Q2 		$374K Buy
747
+296
+66% +$142K 0.15% 48
2024
Q1 		$217K Buy
+451
New +$206K 0.1% 64

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
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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cypress Financial Planning's VOO Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 4.2% in Q2 2026, buying an estimated $22.7K and bringing the position to 845 shares worth $581K. The position accounts for 0.14% of the portfolio, ranked #60.

Cypress Financial Planning first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cypress Financial Planning held 845 shares of Vanguard S&P 500 ETF worth $581K as of Q2 2026.
  • Cypress Financial Planning bought 34 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $22.7K.
  • Vanguard S&P 500 ETF made up 0.14% of Cypress Financial Planning's portfolio in Q2 2026, its #60 holding.
  • Cypress Financial Planning first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.