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

Peak Retirement 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	$11.2M	Buy	16,364 +9,209	+129%	+$6.14M	1.78%	15
2026 Q1	$4.28M	Sell	7,155 -6,345	-47%	-$3.97M	0.85%	24
2025 Q4	$8.47M	Sell	13,500 -7,949	-37%	-$4.94M	1.98%	12
2025 Q3	$13.1M	Buy	21,449 +7,260	+51%	+$4.28M	3.7%	4
2025 Q2	$8.06M	Buy	14,189 +387	+3%	+$203K	3.25%	3
2025 Q1	$7.09M	Buy	13,802 +1,084	+9%	+$586K	3.93%	3
2024 Q4	$6.85M	Buy	+12,718	New	+$6.89M	4.63%	2

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 Retirement Planning's VOO Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard S&P 500 ETF (VOO) stake by 129% in Q2 2026, buying an estimated $6.14M and bringing the position to 16,364 shares worth $11.2M. The position accounts for 1.78% of the portfolio, ranked #15.

Peak Retirement Planning first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.1M in Q3 2025. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Peak Retirement Planning held 16,364 shares of Vanguard S&P 500 ETF worth $11.2M as of Q2 2026.
Peak Retirement Planning bought 9,209 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.14M.
Vanguard S&P 500 ETF made up 1.78% of Peak Retirement Planning's portfolio in Q2 2026, its #15 holding.
Peak Retirement Planning first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's Vanguard S&P 500 ETF position peaked at $13.1M in Q3 2025.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.