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OLIO Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

OLIO Financial 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
Q2 		$1.56M Sell
2,276
-229
-9% -$153K 0.39% 19
2026
Q1 		$1.5M Buy
2,505
+1,139
+83% +$712K 0.41% 18
2025
Q4 		$856K Hold
1,366
– – 0.24% 25
2025
Q3 		$837K Buy
1,366
+10
+0.7% +$5.89K 0.25% 24
2025
Q2 		$770K Sell
1,356
-12
-0.9% -$6.31K 0.24% 25
2025
Q1 		$703K Buy
1,368
+1
+0.1% +$541 0.24% 27
2024
Q4 		$737K Buy
1,367
+112
+9% +$60.7K 0.26% 26
2024
Q3 		$550K Hold
1,255
– – 0.23% 33
2024
Q2 		$550K Hold
1,255
– – 0.23% 32
2024
Q1 		$550K Hold
1,255
– – 0.23% 33
2023
Q4 		$550K Sell
1,255
-8
-0.6% -$3.27K 0.23% 33
2023
Q3 		$496K Sell
1,263
-13
-1% -$5.32K 0.23% 32
2023
Q2 		$520K Buy
+1,276
New +$492K 0.25% 30

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OLIO Financial Planning's VOO Position: Q2 2026 in Review

OLIO Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 9.1% in Q2 2026, selling an estimated $153K and leaving 2,276 shares worth $1.56M. The position accounts for 0.39% of the portfolio, ranked #19.

OLIO Financial Planning first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • OLIO Financial Planning held 2,276 shares of Vanguard S&P 500 ETF worth $1.56M as of Q2 2026.
  • OLIO Financial Planning sold 229 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $153K.
  • Vanguard S&P 500 ETF made up 0.39% of OLIO Financial Planning's portfolio in Q2 2026, its #19 holding.
  • OLIO Financial Planning first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
  • 905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on OLIO Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.