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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Essential Planning's VOO Position: Q1 2026 in Review

Essential Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q1 2026, selling an estimated $27.5K and leaving 923 shares worth $551K. The position accounts for 0.18% of the portfolio, ranked #49.

Essential Planning first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $39.6M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Essential Planning held 923 shares of Vanguard S&P 500 ETF worth $551K as of Q1 2026.
Essential Planning sold 44 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $27.5K.
Vanguard S&P 500 ETF made up 0.18% of Essential Planning's portfolio in Q1 2026, its #49 holding.
Essential Planning first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Essential Planning's Vanguard S&P 500 ETF position peaked at $39.6M in Q4 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.