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

Leading Edge 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	$444K	Sell	647 -5	-0.8%	-$3.33K	0.08%	43
2026 Q1	$390K	Buy	652 +68	+12%	+$42.5K	0.08%	46
2025 Q4	$366K	Buy	584 +6	+1%	+$3.73K	0.08%	44
2025 Q3	$354K	Hold	578	–	–	0.09%	44
2025 Q2	$328K	Hold	578	–	–	0.09%	46
2025 Q1	$297K	Buy	578 +51	+10%	+$27.6K	0.09%	45
2024 Q4	$284K	Buy	527 +26	+5%	+$14.1K	0.09%	46
2024 Q3	$264K	Buy	+501	New	+$255K	0.09%	43

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

Leading Edge Financial Planning's VOO Position: Q2 2026 in Review

Leading Edge Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 0.77% in Q2 2026, selling an estimated $3.33K and leaving 647 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #43.

Leading Edge Financial Planning first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Leading Edge Financial Planning held 647 shares of Vanguard S&P 500 ETF worth $444K as of Q2 2026.
Leading Edge Financial Planning sold 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.08% of Leading Edge Financial Planning's portfolio in Q2 2026, its #43 holding.
Leading Edge Financial Planning first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.