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

PDS 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 		$6.34M Buy
10,605
+397
+4% +$248K 0.42% 41
2025
Q4 		$6.4M Buy
10,208
+368
+4% +$229K 0.43% 41
2025
Q3 		$6.03M Buy
9,840
+452
+5% +$266K 0.42% 40
2025
Q2 		$5.33M Buy
9,388
+585
+7% +$307K 0.4% 44
2025
Q1 		$4.52M Buy
8,803
+545
+7% +$295K 0.38% 44
2024
Q4 		$4.45M Buy
8,258
+243
+3% +$132K 0.4% 43
2024
Q3 		$4.23M Buy
8,015
+2,086
+35% +$1.06M 0.38% 44
2024
Q2 		$2.97M Buy
5,929
+517
+10% +$249K 0.3% 46
2024
Q1 		$2.6M Buy
5,412
+690
+15% +$316K 0.27% 45
2023
Q4 		$2.06M Buy
4,722
+376
+9% +$154K 0.23% 55
2023
Q3 		$1.71M Buy
4,346
+87
+2% +$35.6K 0.22% 57
2023
Q2 		$1.73M Buy
4,259
+236
+6% +$91K 0.22% 58
2023
Q1 		$1.51M Buy
4,023
+840
+26% +$308K 0.21% 57
2022
Q4 		$1.12M Buy
3,183
+232
+8% +$82K 0.18% 57
2022
Q3 		$969K Sell
2,951
-586
-17% -$214K 0.18% 54
2022
Q2 		$1.23M Sell
3,537
-23
-0.6% -$8.66K 0.22% 50
2022
Q1 		$1.48M Buy
3,560
+1,112
+45% +$455K 0.26% 50
2021
Q4 		$1.07M Buy
2,448
+42
+2% +$17.7K 0.2% 53
2021
Q3 		$949K Buy
2,406
+137
+6% +$55.6K 0.22% 53
2021
Q2 		$893K Sell
2,269
-245
-10% -$94K 0.22% 54
2021
Q1 		$916K Buy
2,514
+105
+4% +$37.2K 0.27% 49
2020
Q4 		$828K Buy
2,409
+491
+26% +$160K 0.28% 46
2020
Q3 		$590K Buy
1,918
+578
+43% +$176K 0.24% 57
2020
Q2 		$380K Buy
+1,340
New +$361K 0.17% 76

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

PDS Planning's VOO Position: Q1 2026 in Review

PDS Planning increased its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q1 2026, buying an estimated $248K and bringing the position to 10,605 shares worth $6.34M. The position accounts for 0.42% of the portfolio, ranked #41.

PDS Planning first reported a position in VOO in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.4M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • PDS Planning held 10,605 shares of Vanguard S&P 500 ETF worth $6.34M as of Q1 2026.
  • PDS Planning bought 397 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $248K.
  • Vanguard S&P 500 ETF made up 0.42% of PDS Planning's portfolio in Q1 2026, its #41 holding.
  • PDS Planning first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 24 quarters since.
  • PDS Planning's Vanguard S&P 500 ETF position peaked at $6.4M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.