Plan Group Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Plan Group Financial’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	Sell	16,251 -3,021	-16%	-$2.01M	2.3%	8
2026 Q1	$11.5M	Sell	19,272 -8,263	-30%	-$5.17M	2.7%	5
2025 Q4	$17.3M	Sell	27,535 -436	-2%	-$271K	4.48%	1
2025 Q3	$17.1M	Sell	27,971 -4,313	-13%	-$2.54M	4.6%	2
2025 Q2	$18.3M	Sell	32,284 -6,964	-18%	-$3.66M	6.03%	1
2025 Q1	$20.2M	Buy	39,248 +9,093	+30%	+$4.92M	7.2%	1
2024 Q4	$16.2M	Sell	30,155 -758	-2%	-$411K	8.58%	1
2024 Q3	$16.3M	Buy	30,913 +616	+2%	+$313K	8.61%	1
2024 Q2	$15.2M	Buy	30,297 +2,627	+9%	+$1.26M	9.27%	1
2024 Q1	$13.3M	Buy	27,670 +5,823	+27%	+$2.67M	8.73%	1
2023 Q4	$9.54M	Buy	21,847 +3,501	+19%	+$1.43M	8.37%	1
2023 Q3	$7.2M	Buy	18,346 +10,007	+120%	+$4.09M	5.19%	4
2023 Q2	$3.4M	Buy	+8,339	New	+$3.22M	2.84%	9
2022 Q2	$1.37M	Buy	+3,849	New	+$1.45M	2.36%	17

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

Plan Group Financial's VOO Position: Q2 2026 in Review

Plan Group Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 16% in Q2 2026, selling an estimated $2.01M and leaving 16,251 shares worth $11.2M. The position accounts for 2.3% of the portfolio, ranked #8.

Plan Group Financial first reported a position in VOO in Q2 2022 and has held it in 14 quarters since. The position peaked at $20.2M in Q1 2025. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Plan Group Financial held 16,251 shares of Vanguard S&P 500 ETF worth $11.2M as of Q2 2026.
Plan Group Financial sold 3,021 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.01M.
Vanguard S&P 500 ETF made up 2.3% of Plan Group Financial's portfolio in Q2 2026, its #8 holding.
Plan Group Financial first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 14 quarters since.
Plan Group Financial's Vanguard S&P 500 ETF position peaked at $20.2M in Q1 2025.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.