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Financial Planning Hawaii’s Vanguard S&P 500 ETF VOO Stock Holding History

Financial Planning Hawaii’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 		$8.77M Buy
12,771
+262
+2% +$175K 4.7% 4
2026
Q1 		$7.48M Sell
12,509
-266
-2% -$166K 4.41% 4
2025
Q4 		$8.01M Buy
+12,775
New +$7.94M 4.62% 5

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FI
FJ Investments Salt Lake City, Utah $1.84B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Planning Hawaii's VOO Position: Q2 2026 in Review

Financial Planning Hawaii increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $175K and bringing the position to 12,771 shares worth $8.77M. The position accounts for 4.7% of the portfolio, ranked #4.

Financial Planning Hawaii first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 2,636 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Financial Planning Hawaii held 12,771 shares of Vanguard S&P 500 ETF worth $8.77M as of Q2 2026.
  • Financial Planning Hawaii bought 262 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $175K.
  • Vanguard S&P 500 ETF made up 4.7% of Financial Planning Hawaii's portfolio in Q2 2026, its #4 holding.
  • Financial Planning Hawaii first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,636 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.