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

Holistic 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	$20.8M	Buy	30,316 +5,211	+21%	+$3.47M	3.24%	5
2026 Q1	$15M	Buy	25,105 +586	+2%	+$366K	2.99%	7
2025 Q4	$15.4M	Buy	24,519 +3,178	+15%	+$1.98M	3.28%	7
2025 Q3	$13.1M	Buy	21,341 +469	+2%	+$276K	3.43%	7
2025 Q2	$11.9M	Buy	20,872 +5,570	+36%	+$2.93M	3.39%	6
2025 Q1	$7.86M	Buy	15,302 +1,451	+10%	+$784K	2.66%	7
2024 Q4	$7.46M	Buy	13,851 +2,026	+17%	+$1.1M	2.7%	7
2024 Q3	$6.24M	Sell	11,825 -925	-7%	-$470K	2.64%	5
2024 Q2	$6.13M	Sell	12,750 -122	-0.9%	-$58.7K	4.71%	3
2024 Q1	$6.19M	Sell	12,872 -1,371	-10%	-$627K	4.72%	3
2023 Q4	$6.22M	Buy	+14,243	New	+$5.83M	5.24%	3

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

Holistic Planning's VOO Position: Q2 2026 in Review

Holistic Planning increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $3.47M and bringing the position to 30,316 shares worth $20.8M. The position accounts for 3.24% of the portfolio, ranked #5.

Holistic Planning first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Holistic Planning held 30,316 shares of Vanguard S&P 500 ETF worth $20.8M as of Q2 2026.
Holistic Planning bought 5,211 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.47M.
Vanguard S&P 500 ETF made up 3.24% of Holistic Planning's portfolio in Q2 2026, its #5 holding.
Holistic Planning first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.