PIFP
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Partners in Financial Planning’s Vanguard S&P 500 ETF VOO Stock Holding History

Partners in 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 		$7.51M Buy
10,928
+9
+0.1% +$6K 1.14% 17
2026
Q1 		$6.52M Buy
10,919
+344
+3% +$215K 1.08% 18
2025
Q4 		$6.63M Sell
10,575
-35
-0.3% -$21.8K 1.12% 17
2025
Q3 		$6.5M Sell
10,610
-6
-0.1% -$3.54K 1.12% 17
2025
Q2 		$6.03M Sell
10,616
-14
-0.1% -$7.36K 1.11% 17
2025
Q1 		$5.46M Buy
10,630
+13
+0.1% +$7.03K 1.1% 17
2024
Q4 		$5.72M Sell
10,617
-126
-1% -$68.2K 1.17% 16
2024
Q3 		$5.67M Sell
10,743
-872
-8% -$443K 1.14% 16
2024
Q2 		$5.81M Sell
11,615
-918
-7% -$442K 1.26% 16
2024
Q1 		$6.02M Buy
12,533
+163
+1% +$74.6K 1.34% 16
2023
Q4 		$5.4M Buy
12,370
+9
+0.1% +$3.69K 1.27% 16
2023
Q3 		$4.85M Sell
12,361
-13
-0.1% -$5.32K 1.25% 16
2023
Q2 		$5.04M Sell
12,374
-840
-6% -$324K 1.28% 16
2023
Q1 		$4.97M Sell
13,214
-22
-0.2% -$8.07K 1.31% 16
2022
Q4 		$4.63M Sell
13,236
-113
-0.8% -$39.9K 1.28% 16
2022
Q3 		$4.86M Buy
+13,349
New +$4.88M 1.39% 14

Other funds holding VOO

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

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

Partners in Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 0.08% in Q2 2026, buying an estimated $6K and bringing the position to 10,928 shares worth $7.51M. The position accounts for 1.14% of the portfolio, ranked #17.

Partners in Financial Planning first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Partners in Financial Planning held 10,928 shares of Vanguard S&P 500 ETF worth $7.51M as of Q2 2026.
  • Partners in Financial Planning bought 9 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6K.
  • Vanguard S&P 500 ETF made up 1.14% of Partners in Financial Planning's portfolio in Q2 2026, its #17 holding.
  • Partners in Financial Planning first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.