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

Divergent 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
2025
Q4 		$295K Hold
469
– – 0.08% 32
2025
Q3 		$289K Hold
469
– – 0.08% 29
2025
Q2 		$266K Buy
+469
New +$246K 0.08% 31

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Divergent Planning's VOO Position: Q4 2025 in Review

Divergent Planning held its Vanguard S&P 500 ETF (VOO) position steady in Q4 2025 at 469 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #32.

Divergent Planning first reported a position in VOO in Q2 2025 and has held it in 3 quarters since. 3,846 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Divergent Planning held 469 shares of Vanguard S&P 500 ETF worth $295K as of Q4 2025.
  • Divergent Planning left its Vanguard S&P 500 ETF share count unchanged in Q4 2025.
  • Vanguard S&P 500 ETF made up 0.08% of Divergent Planning's portfolio in Q4 2025, its #32 holding.
  • Divergent Planning first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
  • 3,846 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Divergent Planning's 13F filing for Q4 2025, filed 12 Jan 2026.