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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Meredith Wealth Planning's VOO Position: Q1 2026 in Review

Meredith Wealth Planning increased its Vanguard S&P 500 ETF (VOO) stake by 0.35% in Q1 2026, buying an estimated $11.3K and bringing the position to 5,217 shares worth $3.12M. The position accounts for 0.84% of the portfolio, ranked #18.

Meredith Wealth Planning first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.26M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Meredith Wealth Planning held 5,217 shares of Vanguard S&P 500 ETF worth $3.12M as of Q1 2026.
  • Meredith Wealth Planning bought 18 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $11.3K.
  • Vanguard S&P 500 ETF made up 0.84% of Meredith Wealth Planning's portfolio in Q1 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 14 quarters since.
  • Meredith Wealth Planning's Vanguard S&P 500 ETF position peaked at $3.26M in Q4 2025.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Meredith Wealth Planning's 13F filing for Q1 2026, filed 27 Apr 2026.