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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Plan Group Financial's VOO Position: Q1 2026 in Review

Plan Group Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 30% in Q1 2026, selling an estimated $5.17M and leaving 19,272 shares worth $11.5M. The position accounts for 2.7% of the portfolio, ranked #5.

Plan Group Financial first reported a position in VOO in Q2 2022 and has held it in 13 quarters since. The position peaked at $20.2M in Q1 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Plan Group Financial held 19,272 shares of Vanguard S&P 500 ETF worth $11.5M as of Q1 2026.
Plan Group Financial sold 8,263 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $5.17M.
Vanguard S&P 500 ETF made up 2.7% of Plan Group Financial's portfolio in Q1 2026, its #5 holding.
Plan Group Financial first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 13 quarters since.
Plan Group Financial's Vanguard S&P 500 ETF position peaked at $20.2M in Q1 2025.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.