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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Holistic Planning's VOO Position: Q1 2026 in Review

Holistic Planning increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q1 2026, buying an estimated $366K and bringing the position to 25,105 shares worth $15M. The position accounts for 2.99% of the portfolio, ranked #7.

Holistic Planning first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.4M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Holistic Planning held 25,105 shares of Vanguard S&P 500 ETF worth $15M as of Q1 2026.
Holistic Planning bought 586 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $366K.
Vanguard S&P 500 ETF made up 2.99% of Holistic Planning's portfolio in Q1 2026, its #7 holding.
Holistic Planning first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Vanguard S&P 500 ETF position peaked at $15.4M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.