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

Keener 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
Q1 		$534K Buy
895
+55
+7% +$34.4K 0.22% 28
2025
Q4 		$526K Buy
840
+546
+186% +$339K 0.23% 27
2025
Q3 		$180K Sell
294
-288
-49% -$170K 0.08% 51
2025
Q2 		$330K Buy
582
+288
+98% +$151K 0.16% 36
2025
Q1 		$151K Buy
294
+10
+4% +$5.41K 0.1% 50
2024
Q4 		$153K Hold
284
– – 0.09% 56
2024
Q3 		$149K Hold
284
– – 0.1% 49
2024
Q2 		$142K Hold
284
– – 0.09% 53
2024
Q1 		$137K Hold
284
– – 0.09% 55
2023
Q4 		$124K Buy
+284
New +$116K 0.1% 60

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Keener Financial Planning's VOO Position: Q1 2026 in Review

Keener Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 6.5% in Q1 2026, buying an estimated $34.4K and bringing the position to 895 shares worth $534K. The position accounts for 0.22% of the portfolio, ranked #28.

Keener Financial Planning first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Keener Financial Planning held 895 shares of Vanguard S&P 500 ETF worth $534K as of Q1 2026.
  • Keener Financial Planning bought 55 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $34.4K.
  • Vanguard S&P 500 ETF made up 0.22% of Keener Financial Planning's portfolio in Q1 2026, its #28 holding.
  • Keener Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Keener Financial Planning's 13F filing for Q1 2026, filed 1 May 2026.