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

Larry Mathis 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	$6.36M	Buy	9,256 +2,580	+39%	+$1.72M	4.84%	2
2026 Q1	$3.99M	Sell	6,676 -1,649	-20%	-$1.03M	3.58%	6
2025 Q4	$5.22M	Buy	+8,325	New	+$5.17M	4.61%	2

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

Larry Mathis Financial Planning's VOO Position: Q2 2026 in Review

Larry Mathis Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 39% in Q2 2026, buying an estimated $1.72M and bringing the position to 9,256 shares worth $6.36M. The position accounts for 4.84% of the portfolio, ranked #2.

Larry Mathis Financial Planning first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Larry Mathis Financial Planning held 9,256 shares of Vanguard S&P 500 ETF worth $6.36M as of Q2 2026.
Larry Mathis Financial Planning bought 2,580 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.72M.
Vanguard S&P 500 ETF made up 4.84% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #2 holding.
Larry Mathis Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.