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 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

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

Fee-Only Financial Planning's VOO Position: Q2 2026 in Review

Fee-Only Financial Planning held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 6,908 shares worth $4.74M. The position accounts for 2.54% of the portfolio, ranked #8.

Fee-Only Financial Planning first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.85M in Q4 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fee-Only Financial Planning held 6,908 shares of Vanguard S&P 500 ETF worth $4.74M as of Q2 2026.
Fee-Only Financial Planning left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 2.54% of Fee-Only Financial Planning's portfolio in Q2 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 15 quarters since.
Fee-Only Financial Planning's Vanguard S&P 500 ETF position peaked at $4.85M in Q4 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.