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

Frisco 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	$180K	Buy	263 +1	+0.4%	+$667	0.14%	19
2026 Q1	$156K	Buy	262 +3	+1%	+$1.88K	0.13%	19
2025 Q4	$162K	Buy	259 +2	+0.8%	+$1.24K	0.14%	20
2025 Q3	$158K	Buy	257 +21	+9%	+$12.4K	0.13%	19
2025 Q2	$134K	Hold	236	–	–	0.12%	16
2025 Q1	$121K	Buy	236 +1	+0.4%	+$541	0.12%	16
2024 Q4	$127K	Buy	+235	New	+$127K	0.13%	16

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

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

Frisco Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 0.38% in Q2 2026, buying an estimated $667 and bringing the position to 263 shares worth $180K. The position accounts for 0.14% of the portfolio, ranked #19.

Frisco Financial Planning first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,979 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Frisco Financial Planning held 263 shares of Vanguard S&P 500 ETF worth $180K as of Q2 2026.
Frisco Financial Planning bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.14% of Frisco Financial Planning's portfolio in Q2 2026, its #19 holding.
Frisco Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
3,979 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Frisco Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.