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

Laurel Wealth 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 		$16.9M Sell
24,575
-71
-0.3% -$47.3K 7.47% 1
2026
Q1 		$14.7M Sell
24,646
-6
-0% -$3.75K 7.77% 1
2025
Q4 		$15.5M Buy
24,652
+1,436
+6% +$892K 8.57% 1
2025
Q3 		$14.2M Buy
23,216
+383
+2% +$226K 7.52% 1
2025
Q2 		$13M Buy
22,833
+437
+2% +$230K 7.37% 1
2025
Q1 		$11.5M Buy
22,396
+2,278
+11% +$1.23M 7.65% 1
2024
Q4 		$10.8M Buy
20,118
+510
+3% +$276K 6.99% 3
2024
Q3 		$10.3M Sell
19,608
-221
-1% -$112K 6.76% 3
2024
Q2 		$9.92M Sell
19,829
-1,254
-6% -$603K 6.9% 3
2024
Q1 		$10.1M Sell
21,083
-652
-3% -$298K 6.73% 3
2023
Q4 		$9.49M Buy
21,735
+2,574
+13% +$1.05M 6.72% 3
2023
Q3 		$7.53M Buy
19,161
+2,165
+13% +$885K 5.86% 4
2023
Q2 		$6.92M Sell
16,996
-112
-0.7% -$43.2K 4.94% 6
2023
Q1 		$6.43M Sell
17,108
-1,887
-10% -$692K 4.26% 5
2022
Q4 		$6.67M Buy
18,995
+272
+1% +$96.1K 4.3% 5
2022
Q3 		$6.15M Buy
18,723
+100
+0.5% +$36.5K 4.52% 4
2022
Q2 		$6.46M Buy
18,623
+1,388
+8% +$523K 4.55% 5
2022
Q1 		$7.16M Sell
17,235
-644
-4% -$264K 4.83% 4
2021
Q4 		$7.8M Sell
17,879
-1,448
-7% -$611K 5.91% 3
2021
Q3 		$7.62M Sell
19,327
-338
-2% -$137K 6.15% 3
2021
Q2 		$7.74M Sell
19,665
-41
-0.2% -$15.7K 6.75% 3
2021
Q1 		$7.18M Buy
19,706
+1,525
+8% +$541K 6.57% 3
2020
Q4 		$6.25M Buy
+18,181
New +$5.93M 6.1% 3

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Laurel Wealth Planning's VOO Position: Q2 2026 in Review

Laurel Wealth Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 0.29% in Q2 2026, selling an estimated $47.3K and leaving 24,575 shares worth $16.9M. The position accounts for 7.47% of the portfolio, ranked #1.

Laurel Wealth Planning first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Laurel Wealth Planning held 24,575 shares of Vanguard S&P 500 ETF worth $16.9M as of Q2 2026.
  • Laurel Wealth Planning sold 71 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $47.3K.
  • Vanguard S&P 500 ETF made up 7.47% of Laurel Wealth Planning's portfolio in Q2 2026, its #1 holding.
  • Laurel Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Laurel Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.