LifePlan Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

LifePlan Investment Advisors’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	$8.96M	Sell	14,989 -1,184	-7%	-$740K	3.52%	2
2025 Q4	$10.1M	Sell	16,173 -8,136	-33%	-$5.06M	4.13%	2
2025 Q3	$14.9M	Buy	24,309 +9,581	+65%	+$5.65M	6.24%	1
2025 Q2	$8.37M	Sell	14,728 -2,113	-13%	-$1.11M	4.15%	2
2025 Q1	$8.65M	Sell	16,841 -2,210	-12%	-$1.19M	4.98%	2
2024 Q4	$10.3M	Sell	19,051 -7	-0%	-$3.79K	6.35%	2
2024 Q3	$10.1M	Sell	19,058 -477	-2%	-$242K	6.43%	2
2024 Q2	$9.77M	Buy	19,535 +276	+1%	+$133K	7.04%	2
2024 Q1	$9.26M	Buy	19,259 +239	+1%	+$109K	7.38%	2
2023 Q4	$8.31M	Buy	19,020 +3,337	+21%	+$1.37M	7.6%	2
2023 Q3	$6.16M	Sell	15,683 -52	-0.3%	-$21.3K	6.55%	2
2023 Q2	$6.41M	Buy	+15,735	New	+$6.07M	7.16%	2

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

LifePlan Investment Advisors's VOO Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 7.3% in Q1 2026, selling an estimated $740K and leaving 14,989 shares worth $8.96M. The position accounts for 3.52% of the portfolio, ranked #2.

LifePlan Investment Advisors first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q3 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

LifePlan Investment Advisors held 14,989 shares of Vanguard S&P 500 ETF worth $8.96M as of Q1 2026.
LifePlan Investment Advisors sold 1,184 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $740K.
Vanguard S&P 500 ETF made up 3.52% of LifePlan Investment Advisors's portfolio in Q1 2026, its #2 holding.
LifePlan Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's Vanguard S&P 500 ETF position peaked at $14.9M in Q3 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.