Financial Life Planners’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Life Planners’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	$549K	Buy	799 +98	+14%	+$65.3K	0.35%	31
2026 Q1	$419K	Buy	701 +1	+0.1%	+$625	0.32%	30
2025 Q4	$439K	Buy	700 +3	+0.4%	+$1.86K	0.32%	36
2025 Q3	$427K	Buy	697 +1	+0.1%	+$589	0.29%	36
2025 Q2	$395K	Sell	696 -26	-4%	-$13.7K	0.32%	40
2025 Q1	$371K	Buy	722 +247	+52%	+$134K	0.36%	36
2024 Q4	$257K	Buy	+475	New	+$257K	0.22%	42

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Financial Life Planners's VOO Position: Q2 2026 in Review

Financial Life Planners increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q2 2026, buying an estimated $65.3K and bringing the position to 799 shares worth $549K. The position accounts for 0.35% of the portfolio, ranked #31.

Financial Life Planners first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 2,055 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Financial Life Planners held 799 shares of Vanguard S&P 500 ETF worth $549K as of Q2 2026.
Financial Life Planners bought 98 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $65.3K.
Vanguard S&P 500 ETF made up 0.35% of Financial Life Planners's portfolio in Q2 2026, its #31 holding.
Financial Life Planners first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,055 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.