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

Meredith 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 		$3.49M Sell
5,076
-141
-3% -$94K 0.82% 18
2026
Q1 		$3.12M Buy
5,217
+18
+0.3% +$11.3K 0.84% 18
2025
Q4 		$3.26M Buy
5,199
+70
+1% +$43.5K 0.97% 18
2025
Q3 		$3.14M Buy
5,129
+500
+11% +$295K 1% 17
2025
Q2 		$2.63M Sell
4,629
-16
-0.3% -$8.41K 0.95% 17
2025
Q1 		$2.39M Sell
4,645
-35
-0.7% -$18.9K 1.05% 15
2024
Q4 		$2.52M Buy
4,680
+3,474
+288% +$1.88M 1.12% 15
2024
Q3 		$636K Buy
1,206
+99
+9% +$50.3K 0.3% 29
2024
Q2 		$554K Sell
1,107
-50
-4% -$24.1K 0.29% 29
2024
Q1 		$556K Buy
1,157
+52
+5% +$23.8K 0.31% 29
2023
Q4 		$483K Buy
1,105
+25
+2% +$10.2K 0.3% 29
2023
Q3 		$424K Buy
1,080
+2
+0.2% +$818 0.32% 28
2023
Q2 		$439K Sell
1,078
-73
-6% -$28.2K 0.36% 25
2023
Q1 		$433K Sell
1,151
-10
-0.9% -$3.67K 0.35% 28
2022
Q4 		$408K Buy
+1,161
New +$410K 0.35% 27

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

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

Meredith Wealth Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q2 2026, selling an estimated $94K and leaving 5,076 shares worth $3.49M. The position accounts for 0.82% of the portfolio, ranked #18.

Meredith Wealth Planning first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Meredith Wealth Planning held 5,076 shares of Vanguard S&P 500 ETF worth $3.49M as of Q2 2026.
  • Meredith Wealth Planning sold 141 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $94K.
  • Vanguard S&P 500 ETF made up 0.82% of Meredith Wealth Planning's portfolio in Q2 2026, its #18 holding.
  • Meredith Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.