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

Essential 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	$617K	Sell	898 -25	-3%	-$16.7K	0.17%	47
2026 Q1	$551K	Sell	923 -44	-5%	-$27.5K	0.18%	49
2025 Q4	$606K	Sell	967 -85	-8%	-$52.8K	0.19%	44
2025 Q3	$644K	Buy	1,052 +1	+0.1%	+$589	0.22%	43
2025 Q2	$597K	Hold	1,051	–	–	0.22%	45
2025 Q1	$540K	Sell	1,051 -72,146	-99%	-$39M	0.22%	45
2024 Q4	$39.6M	Buy	73,197 +71,909	+5,583%	+$38.9M	0.26%	36
2024 Q3	$680K	Sell	1,288 -3	-0.2%	-$1.52K	0.28%	36
2024 Q2	$646K	Buy	1,291 +204	+19%	+$98.2K	0.28%	34
2024 Q1	$475K	Hold	1,087	–	–	0.24%	40
2023 Q4	$475K	Buy	1,087 +344	+46%	+$141K	0.24%	40
2023 Q3	$292K	Buy	743 +163	+28%	+$66.7K	0.16%	45
2023 Q2	$236K	Buy	580 +10	+2%	+$3.86K	0.13%	51
2023 Q1	$215K	Buy	+570	New	+$209K	0.13%	49

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Essential Planning's VOO Position: Q2 2026 in Review

Essential Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q2 2026, selling an estimated $16.7K and leaving 898 shares worth $617K. The position accounts for 0.17% of the portfolio, ranked #47.

Essential Planning first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. The position peaked at $39.6M in Q4 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Essential Planning held 898 shares of Vanguard S&P 500 ETF worth $617K as of Q2 2026.
Essential Planning sold 25 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
Vanguard S&P 500 ETF made up 0.17% of Essential Planning's portfolio in Q2 2026, its #47 holding.
Essential Planning first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
Essential Planning's Vanguard S&P 500 ETF position peaked at $39.6M in Q4 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.