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Green Ridge Wealth Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Green Ridge Wealth 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 		$2.36M Buy
3,361
+1
+0% +$698 0.95% 25
2026
Q2 		$2.31M Sell
3,360
-12
-0.4% -$8K 0.97% 26
2026
Q1 		$2.02M Sell
3,372
-20
-0.6% -$12.5K 1.06% 25
2025
Q4 		$2.13M Buy
+3,392
New +$2.11M 1.09% 23

Other funds holding VOO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
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
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Green Ridge Wealth Planning's VOO Position: Q3 2026 in Review

Green Ridge Wealth Planning increased its Vanguard S&P 500 ETF (VOO) stake by 0.03% in Q3 2026, buying an estimated $698 and bringing the position to 3,361 shares worth $2.36M. The position accounts for 0.95% of the portfolio, ranked #25.

Green Ridge Wealth Planning first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 156 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Green Ridge Wealth Planning held 3,361 shares of Vanguard S&P 500 ETF worth $2.36M as of Q3 2026.
  • Green Ridge Wealth Planning bought 1 Vanguard S&P 500 ETF share in Q3 2026, an estimated $698.
  • Vanguard S&P 500 ETF made up 0.95% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #25 holding.
  • Green Ridge Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 156 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.