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 Q3	$10.9M	Sell	15,474 -777	-5%	-$543K	2.15%	9
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	$9.5M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Plan Group Financial's VOO Position: Q3 2026 in Review

Plan Group Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 4.8% in Q3 2026, selling an estimated $543K and leaving 15,474 shares worth $10.9M. The position accounts for 2.15% of the portfolio, ranked #9.

Plan Group Financial first reported a position in VOO in Q2 2022 and has held it in 15 quarters since. The position peaked at $20.2M in Q1 2025. 1,566 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Plan Group Financial held 15,474 shares of Vanguard S&P 500 ETF worth $10.9M as of Q3 2026.
Plan Group Financial sold 777 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $543K.
Vanguard S&P 500 ETF made up 2.15% of Plan Group Financial's portfolio in Q3 2026, its #9 holding.
Plan Group Financial first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 15 quarters since.
Plan Group Financial's Vanguard S&P 500 ETF position peaked at $20.2M in Q1 2025.
1,566 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.