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 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

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

Fee-Only Financial Planning's VOO Position: Q1 2026 in Review

Fee-Only Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, selling an estimated $516K and leaving 6,908 shares worth $4.13M. The position accounts for 2.49% of the portfolio, ranked #9.

Fee-Only Financial Planning first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.85M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Fee-Only Financial Planning held 6,908 shares of Vanguard S&P 500 ETF worth $4.13M as of Q1 2026.
Fee-Only Financial Planning sold 825 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $516K.
Vanguard S&P 500 ETF made up 2.49% of Fee-Only Financial Planning's portfolio in Q1 2026, its #9 holding.
Fee-Only Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Fee-Only Financial Planning's Vanguard S&P 500 ETF position peaked at $4.85M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.