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

Momentum 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 		– Sell
-1,239
Closed -$777K – 46
2025
Q4 		$777K Hold
1,239
– – 0.61% 24
2025
Q3 		$761K Sell
1,239
-319
-20% -$188K 0.59% 25
2025
Q2 		$888K Buy
+1,558
New +$819K 0.76% 26

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

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

Momentum Wealth Planning sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 1,239 shares — an estimated $777K sold.

Momentum Wealth Planning first reported a position in VOO in Q2 2025 and held it in 3 quarters. The position peaked at $888K in Q2 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Momentum Wealth Planning reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Momentum Wealth Planning sold 1,239 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $777K.
  • Momentum Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q2 2025 and held it in 3 quarters.
  • Momentum Wealth Planning's Vanguard S&P 500 ETF position peaked at $888K in Q2 2025.
  • 3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Momentum Wealth Planning's 13F filing for Q1 2026, filed 7 May 2026.