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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
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

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

Plan A Wealth's VOO Position: Q2 2026 in Review

Plan A Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q2 2026, buying an estimated $41.3K and bringing the position to 1,201 shares worth $825K. The position accounts for 0.35% of the portfolio, ranked #38.

Plan A Wealth first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Plan A Wealth held 1,201 shares of Vanguard S&P 500 ETF worth $825K as of Q2 2026.
  • Plan A Wealth bought 62 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $41.3K.
  • Vanguard S&P 500 ETF made up 0.35% of Plan A Wealth's portfolio in Q2 2026, its #38 holding.
  • Plan A Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.