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Estate Planners Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Estate Planners Group’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 		$350K Sell
509
-40
-7% -$26.7K 0.16% 51
2026
Q1 		$328K Hold
549
– – 0.16% 52
2025
Q4 		$344K Buy
+549
New +$341K 0.15% 45

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Estate Planners Group's VOO Position: Q2 2026 in Review

Estate Planners Group reduced its Vanguard S&P 500 ETF (VOO) stake by 7.3% in Q2 2026, selling an estimated $26.7K and leaving 509 shares worth $350K. The position accounts for 0.16% of the portfolio, ranked #51.

Estate Planners Group first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Estate Planners Group held 509 shares of Vanguard S&P 500 ETF worth $350K as of Q2 2026.
  • Estate Planners Group sold 40 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26.7K.
  • Vanguard S&P 500 ETF made up 0.16% of Estate Planners Group's portfolio in Q2 2026, its #51 holding.
  • Estate Planners Group first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Estate Planners Group's 13F filing for Q2 2026, filed 13 Aug 2026.