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Obsidian Personal Planning Solutions’s Vanguard S&P 500 ETF VOO Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$1.51M Sell
2,412
-41
-2% -$24.2K 0.53% 31
2025
Q2 		$1.39M Buy
2,453
+903
+58% +$475K 0.56% 30
2025
Q1 		$790K Buy
1,550
+47
+3% +$25.4K 0.35% 35
2024
Q4 		$832K Buy
1,503
+735
+96% +$398K 0.4% 30
2024
Q3 		$401K Buy
768
+142
+23% +$72.2K 0.21% 47
2024
Q2 		$313K Buy
626
+79
+14% +$38K 0.19% 59
2024
Q1 		$252K Buy
547
+42
+8% +$19.2K 0.17% 70
2023
Q4 		$221K Sell
505
-58
-10% -$23.7K 0.17% 75
2023
Q3 		$221K Sell
563
-13
-2% -$5.32K 0.19% 70
2023
Q2 		$235K Buy
+576
New +$222K 0.29% 61
2022
Q3 		– Sell
-778
Closed -$270K – 42
2022
Q2 		$270K Buy
+778
New +$293K 0.46% 35

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Obsidian Personal Planning Solutions's VOO Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q3 2025, selling an estimated $24.2K and leaving 2,412 shares worth $1.51M. The position accounts for 0.53% of the portfolio, ranked #31.

Obsidian Personal Planning Solutions first reported a position in VOO in Q2 2022 and has held it in 11 quarters since. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Obsidian Personal Planning Solutions held 2,412 shares of Vanguard S&P 500 ETF worth $1.51M as of Q3 2025.
  • Obsidian Personal Planning Solutions sold 41 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $24.2K.
  • Vanguard S&P 500 ETF made up 0.53% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #31 holding.
  • Obsidian Personal Planning Solutions first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 11 quarters since.
  • 3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.