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

Peak Planning Group’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	$2.3M	Sell	3,353 -187	-5%	-$125K	0.52%	29
2026 Q1	$2.12M	Sell	3,540 -3	-0.1%	-$1.88K	0.59%	30
2025 Q4	$2.22M	Buy	3,543 +148	+4%	+$92K	0.62%	28
2025 Q3	$2.08M	Sell	3,395 -18	-0.5%	-$10.6K	1.08%	18
2025 Q2	$1.94M	Buy	3,413 +242	+8%	+$127K	1.24%	16
2025 Q1	$1.63M	Buy	3,171 +923	+41%	+$499K	0.69%	28
2024 Q4	$1.21M	Buy	2,248 +579	+35%	+$314K	0.5%	38
2024 Q3	$881K	Buy	1,669 +670	+67%	+$341K	0.39%	50
2024 Q2	$500K	Buy	+999	New	+$481K	0.25%	68

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Peak Planning Group's VOO Position: Q2 2026 in Review

Peak Planning Group reduced its Vanguard S&P 500 ETF (VOO) stake by 5.3% in Q2 2026, selling an estimated $125K and leaving 3,353 shares worth $2.3M. The position accounts for 0.52% of the portfolio, ranked #29.

Peak Planning Group first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 3,991 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Peak Planning Group held 3,353 shares of Vanguard S&P 500 ETF worth $2.3M as of Q2 2026.
Peak Planning Group sold 187 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $125K.
Vanguard S&P 500 ETF made up 0.52% of Peak Planning Group's portfolio in Q2 2026, its #29 holding.
Peak Planning Group first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
3,991 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.