Fee-Only Financial Planning
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Fee-Only Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Fee-Only 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
Q3 		$4.74M Sell
6,770
-138
-2% -$96.4K 2.6% 8
2026
Q2 		$4.74M Hold
6,908
– – 2.54% 8
2026
Q1 		$4.13M Sell
6,908
-825
-11% -$516K 2.49% 9
2025
Q4 		$4.85M Sell
7,733
-80
-1% -$49.7K 2.83% 8
2025
Q3 		$4.78M Hold
7,813
– – 2.79% 8
2025
Q2 		$4.44M Buy
7,813
+350
+5% +$184K 2.75% 8
2025
Q1 		$3.84M Hold
7,463
– – 2.62% 8
2024
Q4 		$4.02M Sell
7,463
-183
-2% -$99.1K 2.6% 8
2024
Q3 		$4.03M Sell
7,646
-60
-0.8% -$30.5K 2.58% 8
2024
Q2 		$3.85M Hold
7,706
– – 2.59% 8
2024
Q1 		$3.7M Sell
7,706
-90
-1% -$41.2K 2.5% 8
2023
Q4 		$3.41M Buy
7,796
+27
+0.3% +$11.1K 2.46% 8
2023
Q3 		$3.05M Hold
7,769
– – 2.46% 8
2023
Q2 		$3.16M Buy
7,769
+155
+2% +$59.8K 2.42% 8
2023
Q1 		$2.86M Sell
7,614
-81
-1% -$29.7K 2.33% 8
2022
Q4 		$2.7M Buy
+7,695
New +$2.72M 2.27% 9

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Fee-Only Financial Planning's VOO Position: Q3 2026 in Review

Fee-Only Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 2% in Q3 2026, selling an estimated $96.4K and leaving 6,770 shares worth $4.74M. The position accounts for 2.6% of the portfolio, ranked #8.

Fee-Only Financial Planning first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.85M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Fee-Only Financial Planning held 6,770 shares of Vanguard S&P 500 ETF worth $4.74M as of Q3 2026.
  • Fee-Only Financial Planning sold 138 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $96.4K.
  • Vanguard S&P 500 ETF made up 2.6% of Fee-Only Financial Planning's portfolio in Q3 2026, its #8 holding.
  • Fee-Only Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Fee-Only Financial Planning's Vanguard S&P 500 ETF position peaked at $4.85M in Q4 2025.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.