Meredith Wealth Planning
VOO icon

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
Q3 		$1.1M Sell
1,573
-3,503
-69% -$2.45M 0.28% 38
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Meredith Wealth Planning's VOO Position: Q3 2026 in Review

Meredith Wealth Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 69% in Q3 2026, selling an estimated $2.45M and leaving 1,573 shares worth $1.1M. The position accounts for 0.28% of the portfolio, ranked #38.

Meredith Wealth Planning first reported a position in VOO in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.49M in Q2 2026. 1,194 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Meredith Wealth Planning held 1,573 shares of Vanguard S&P 500 ETF worth $1.1M as of Q3 2026.
  • Meredith Wealth Planning sold 3,503 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $2.45M.
  • Vanguard S&P 500 ETF made up 0.28% of Meredith Wealth Planning's portfolio in Q3 2026, its #38 holding.
  • Meredith Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • Meredith Wealth Planning's Vanguard S&P 500 ETF position peaked at $3.49M in Q2 2026.
  • 1,194 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.