PlanWiser Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

PlanWiser 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 Q2	$264K	Hold	384	–	–	0.18%	46
2026 Q1	$247K	Hold	384	–	–	0.18%	47
2025 Q4	$242K	Hold	384	–	–	0.18%	46
2025 Q3	$241K	Sell	384 -4	-1%	-$2.36K	0.19%	48
2025 Q2	$227K	Sell	388 -55	-12%	-$28.9K	0.19%	44
2025 Q1	$228K	Buy	+443	New	+$239K	0.21%	45

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

PlanWiser Financial's VOO Position: Q2 2026 in Review

PlanWiser Financial held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 384 shares worth $264K. The position accounts for 0.18% of the portfolio, ranked #46.

PlanWiser Financial first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

PlanWiser Financial held 384 shares of Vanguard S&P 500 ETF worth $264K as of Q2 2026.
PlanWiser Financial left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.18% of PlanWiser Financial's portfolio in Q2 2026, its #46 holding.
PlanWiser Financial first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.