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 Q2	$567K	Sell	827 -68	-8%	-$45.3K	0.2%	28
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

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 22.9% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Keener Financial Planning's VOO Position: Q2 2026 in Review

Keener Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 7.6% in Q2 2026, selling an estimated $45.3K and leaving 827 shares worth $567K. The position accounts for 0.2% of the portfolio, ranked #28.

Keener Financial Planning first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Keener Financial Planning held 827 shares of Vanguard S&P 500 ETF worth $567K as of Q2 2026.
Keener Financial Planning sold 68 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $45.3K.
Vanguard S&P 500 ETF made up 0.2% of Keener Financial Planning's portfolio in Q2 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 11 quarters since.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Keener Financial Planning's 13F filing for Q2 2026, filed 31 Jul 2026.