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 Q3	$414K	Buy	591 +14	+2%	+$9.8K	0.04%	58
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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Planning Center Inc's VOO Position: Q3 2026 in Review

Planning Center Inc increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q3 2026, buying an estimated $9.8K and bringing the position to 591 shares worth $414K. 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 11 quarters since. 3,327 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Planning Center Inc held 591 shares of Vanguard S&P 500 ETF worth $414K as of Q3 2026.
Planning Center Inc bought 14 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.8K.
Vanguard S&P 500 ETF made up 0.04% of Planning Center Inc's portfolio in Q3 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 11 quarters since.
3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Planning Center Inc's 13F filing for Q3 2026, filed 12 Nov 2026.