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Plan A Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Plan A Wealth’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
Q3 		$842K Hold
1,201
– – 0.3% 41
2026
Q2 		$825K Buy
1,201
+62
+5% +$41.3K 0.35% 38
2026
Q1 		$681K Buy
1,139
+36
+3% +$22.5K 0.33% 44
2025
Q4 		$692K Buy
1,103
+42
+4% +$26.1K 0.34% 44
2025
Q3 		$650K Buy
1,061
+39
+4% +$23K 0.33% 46
2025
Q2 		$581K Buy
1,022
+48
+5% +$25.2K 0.33% 54
2025
Q1 		$501K Buy
974
+50
+5% +$27K 0.39% 45
2024
Q4 		$498K Buy
+924
New +$500K 0.46% 45

Other funds holding VOO

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Plan A Wealth's VOO Position: Q3 2026 in Review

Plan A Wealth held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,201 shares worth $842K. The position accounts for 0.3% of the portfolio, ranked #41.

Plan A Wealth first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Plan A Wealth held 1,201 shares of Vanguard S&P 500 ETF worth $842K as of Q3 2026.
  • Plan A Wealth left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.3% of Plan A Wealth's portfolio in Q3 2026, its #41 holding.
  • Plan A Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.