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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Leading Edge Financial Planning's VOO Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2026, buying an estimated $42.5K and bringing the position to 652 shares worth $390K. The position accounts for 0.08% of the portfolio, ranked #46.

Leading Edge Financial Planning first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Leading Edge Financial Planning held 652 shares of Vanguard S&P 500 ETF worth $390K as of Q1 2026.
Leading Edge Financial Planning bought 68 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $42.5K.
Vanguard S&P 500 ETF made up 0.08% of Leading Edge Financial Planning's portfolio in Q1 2026, its #46 holding.
Leading Edge Financial Planning first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.