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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
Q2 		$7.8M Buy
11,364
+759
+7% +$506K 0.45% 39
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

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

PDS Planning's VOO Position: Q2 2026 in Review

PDS Planning increased its Vanguard S&P 500 ETF (VOO) stake by 7.2% in Q2 2026, buying an estimated $506K and bringing the position to 11,364 shares worth $7.8M. The position accounts for 0.45% of the portfolio, ranked #39.

PDS Planning first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • PDS Planning held 11,364 shares of Vanguard S&P 500 ETF worth $7.8M as of Q2 2026.
  • PDS Planning bought 759 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $506K.
  • Vanguard S&P 500 ETF made up 0.45% of PDS Planning's portfolio in Q2 2026, its #39 holding.
  • PDS Planning first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.