PWP
VOO icon

Phillips Wealth Planners’s Vanguard S&P 500 ETF VOO Stock Holding History

Phillips Wealth Planners’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 		$6.41M Sell
9,431
-205
-2% -$128K 4.82% 1
2025
Q4 		$6.07M Buy
9,636
+674
+8% +$419K 4.87% 1
2025
Q3 		$5.53M Sell
8,962
-42
-0.5% -$24.8K 4.59% 1
2025
Q2 		$5.13M Buy
9,004
+418
+5% +$220K 4.65% 1
2025
Q1 		$4.21M Sell
8,586
-771
-8% -$417K 4.45% 1
2024
Q4 		$5M Buy
9,357
+615
+7% +$333K 4.99% 1
2024
Q3 		$4.68M Buy
8,742
+184
+2% +$93.5K 4.48% 1
2024
Q2 		$4.41M Sell
8,558
-186
-2% -$89.5K 4.65% 1
2024
Q1 		$4.05M Sell
8,744
-367
-4% -$168K 4.65% 1
2023
Q4 		$3.99M Buy
9,111
+691
+8% +$283K 4.81% 1
2023
Q3 		$3.3M Buy
8,420
+913
+12% +$373K 4.47% 1
2023
Q2 		$3.06M Sell
7,507
-43
-0.6% -$16.6K 4.01% 1
2023
Q1 		$2.88M Sell
7,550
-99
-1% -$36.3K 3.81% 1
2022
Q4 		$2.9M Buy
+7,649
New +$2.7M 5.07% 1

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

Phillips Wealth Planners's VOO Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, selling an estimated $128K and leaving 9,431 shares worth $6.41M. The position accounts for 4.82% of the portfolio, ranked #1.

Phillips Wealth Planners first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Phillips Wealth Planners held 9,431 shares of Vanguard S&P 500 ETF worth $6.41M as of Q1 2026.
  • Phillips Wealth Planners sold 205 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $128K.
  • Vanguard S&P 500 ETF made up 4.82% of Phillips Wealth Planners's portfolio in Q1 2026, its #1 holding.
  • Phillips Wealth Planners first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.