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

Next Level 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	$56.9M	Buy	95,210 +1,877	+2%	+$1.17M	29.22%	1
2025 Q4	$58.5M	Buy	93,333 +2,419	+3%	+$1.5M	31.15%	1
2025 Q3	$55.7M	Buy	90,914 +4,288	+5%	+$2.53M	31.43%	1
2025 Q2	$49.2M	Buy	86,626 +5,350	+7%	+$2.81M	31.51%	1
2025 Q1	$41.8M	Buy	81,276 +4,637	+6%	+$2.51M	31.64%	1
2024 Q4	$41.3M	Buy	+76,639	New	+$41.5M	32.49%	1

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

Next Level Wealth Planning's VOO Position: Q1 2026 in Review

Next Level Wealth Planning increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q1 2026, buying an estimated $1.17M and bringing the position to 95,210 shares worth $56.9M. The position accounts for 29.22% of the portfolio, ranked #1.

Next Level Wealth Planning first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $58.5M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Next Level Wealth Planning held 95,210 shares of Vanguard S&P 500 ETF worth $56.9M as of Q1 2026.
Next Level Wealth Planning bought 1,877 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.17M.
Vanguard S&P 500 ETF made up 29.22% of Next Level Wealth Planning's portfolio in Q1 2026, its #1 holding.
Next Level Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
Next Level Wealth Planning's Vanguard S&P 500 ETF position peaked at $58.5M in Q4 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.