OLIO Financial Planning
VOO icon

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
Q3 		$1.56M Sell
2,224
-52
-2% -$36.3K 0.39% 19
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% -$3.28K 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

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

OLIO Financial Planning's VOO Position: Q3 2026 in Review

OLIO Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q3 2026, selling an estimated $36.3K and leaving 2,224 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 14 quarters since. The position peaked at $1.56M in Q2 2026. 3,327 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • OLIO Financial Planning held 2,224 shares of Vanguard S&P 500 ETF worth $1.56M as of Q3 2026.
  • OLIO Financial Planning sold 52 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $36.3K.
  • Vanguard S&P 500 ETF made up 0.39% of OLIO Financial Planning's portfolio in Q3 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 14 quarters since.
  • OLIO Financial Planning's Vanguard S&P 500 ETF position peaked at $1.56M in Q2 2026.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on OLIO Financial Planning's 13F filing for Q3 2026, filed 22 Oct 2026.