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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
Q3 		$200K Buy
285
+22
+8% +$15.4K 0.16% 19
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

GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Frisco Financial Planning's VOO Position: Q3 2026 in Review

Frisco Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 8.4% in Q3 2026, buying an estimated $15.4K and bringing the position to 285 shares worth $200K. The position accounts for 0.16% of the portfolio, ranked #19.

Frisco Financial Planning first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 44 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Frisco Financial Planning held 285 shares of Vanguard S&P 500 ETF worth $200K as of Q3 2026.
  • Frisco Financial Planning bought 22 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $15.4K.
  • Vanguard S&P 500 ETF made up 0.16% of Frisco Financial Planning's portfolio in Q3 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 8 quarters since.
  • 44 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Frisco Financial Planning's 13F filing for Q3 2026, filed 5 Oct 2026.