Planning Strategies
VOO icon

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

Planning Strategies’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 		$4.7M Buy
6,711
+274
+4% +$191K 2.78% 6
2026
Q2 		$4.42M Buy
+6,437
New +$4.29M 2.76% 6

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Planning Strategies's VOO Position: Q3 2026 in Review

Planning Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q3 2026, buying an estimated $191K and bringing the position to 6,711 shares worth $4.7M. The position accounts for 2.78% of the portfolio, ranked #6.

Planning Strategies first reported a position in VOO in Q2 2026 and has held it in 2 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Planning Strategies held 6,711 shares of Vanguard S&P 500 ETF worth $4.7M as of Q3 2026.
  • Planning Strategies bought 274 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $191K.
  • Vanguard S&P 500 ETF made up 2.78% of Planning Strategies's portfolio in Q3 2026, its #6 holding.
  • Planning Strategies first reported a position in Vanguard S&P 500 ETF in Q2 2026 and has held it in 2 quarters since.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.