Planning Alternatives’s Vanguard S&P 500 ETF VOO Stock Holding History

Planning Alternatives’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	$4.95M	Sell	7,209 -63	-0.9%	-$42K	0.53%	17
2026 Q1	$4.35M	Buy	7,272 +15	+0.2%	+$9.38K	0.56%	16
2025 Q4	$4.55M	Buy	7,257 +25	+0.3%	+$15.5K	0.57%	15
2025 Q3	$4.43M	Buy	7,232 +326	+5%	+$192K	0.57%	16
2025 Q2	$3.92M	Buy	6,906 +631	+10%	+$332K	0.55%	16
2025 Q1	$3.22M	Buy	6,275 +370	+6%	+$200K	0.49%	16
2024 Q4	$3.18M	Buy	5,905 +26	+0.4%	+$14.1K	0.49%	16
2024 Q3	$3.1M	Buy	5,879 +15	+0.3%	+$7.63K	0.47%	17
2024 Q2	$2.93M	Buy	5,864 +1,432	+32%	+$689K	0.47%	17
2024 Q1	$2.13M	Buy	4,432 +13	+0.3%	+$5.95K	0.35%	20
2023 Q4	$1.93M	Sell	4,419 -194	-4%	-$79.4K	0.34%	19
2023 Q3	$1.81M	Buy	+4,613	New	+$1.89M	0.35%	19
2023 Q2	–	Sell	-532	Closed	-$200K	–	47
2023 Q1	$200K	Buy	+532	New	+$195K	0.04%	45
2022 Q2	–	Sell	-4,996	Closed	-$2.07M	–	47
2022 Q1	$2.07M	Buy	+4,996	New	+$2.05M	0.33%	18

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

Planning Alternatives's VOO Position: Q2 2026 in Review

Planning Alternatives reduced its Vanguard S&P 500 ETF (VOO) stake by 0.87% in Q2 2026, selling an estimated $42K and leaving 7,209 shares worth $4.95M. The position accounts for 0.53% of the portfolio, ranked #17.

Planning Alternatives first reported a position in VOO in Q1 2022 and has held it in 14 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Planning Alternatives held 7,209 shares of Vanguard S&P 500 ETF worth $4.95M as of Q2 2026.
Planning Alternatives sold 63 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $42K.
Vanguard S&P 500 ETF made up 0.53% of Planning Alternatives's portfolio in Q2 2026, its #17 holding.
Planning Alternatives first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 14 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.