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

Planning Center Inc’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	$396K	Buy	577 +138	+31%	+$92K	0.04%	58
2026 Q1	$262K	Hold	439	–	–	0.03%	66
2025 Q4	$275K	Buy	439 +1	+0.2%	+$621	0.03%	63
2025 Q3	$268K	Sell	438 -5	-1%	-$2.95K	0.03%	65
2025 Q2	$252K	Sell	443 -11	-2%	-$5.78K	0.03%	65
2025 Q1	$233K	Buy	454 +6	+1%	+$3.24K	0.03%	67
2024 Q4	$241K	Sell	448 -13	-3%	-$7.04K	0.03%	59
2024 Q3	$243K	Buy	461 +48	+12%	+$24.4K	0.03%	62
2024 Q2	$206K	Buy	+413	New	+$199K	0.03%	64
2023 Q3	–	Sell	-849	Closed	-$346K	–	70
2023 Q2	$346K	Buy	+849	New	+$328K	0.09%	46

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Planning Center Inc's VOO Position: Q2 2026 in Review

Planning Center Inc increased its Vanguard S&P 500 ETF (VOO) stake by 31% in Q2 2026, buying an estimated $92K and bringing the position to 577 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #58.

Planning Center Inc first reported a position in VOO in Q2 2023 and has held it in 10 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Planning Center Inc held 577 shares of Vanguard S&P 500 ETF worth $396K as of Q2 2026.
Planning Center Inc bought 138 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $92K.
Vanguard S&P 500 ETF made up 0.04% of Planning Center Inc's portfolio in Q2 2026, its #58 holding.
Planning Center Inc first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 10 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.