Prepared Retirement Institute’s Vanguard S&P 500 ETF VOO Stock Holding History

Prepared Retirement Institute’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 Q1	$5.46M	Buy	9,146 +136	+2%	+$85.1K	2.71%	13
2025 Q4	$5.65M	Sell	9,010 -641	-7%	-$398K	2.84%	13
2025 Q3	$5.91M	Buy	9,651 +384	+4%	+$226K	3.08%	12
2025 Q2	$5.26M	Sell	9,267 -438	-5%	-$230K	3.1%	13
2025 Q1	$4.99M	Sell	9,705 -774	-7%	-$418K	3.18%	10
2024 Q4	$5.65M	Buy	10,479 +1,232	+13%	+$667K	3.22%	10
2024 Q3	$4.88M	Buy	9,247 +310	+3%	+$158K	2.95%	10
2024 Q2	$4.47M	Buy	8,937 +1,344	+18%	+$647K	2.96%	10
2024 Q1	$3.65M	Sell	7,593 -840	-10%	-$384K	2.72%	11
2023 Q4	$3.68M	Buy	+8,433	New	+$3.45M	2.76%	11

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Prepared Retirement Institute's VOO Position: Q1 2026 in Review

Prepared Retirement Institute increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q1 2026, buying an estimated $85.1K and bringing the position to 9,146 shares worth $5.46M. The position accounts for 2.71% of the portfolio, ranked #13.

Prepared Retirement Institute first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.91M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Prepared Retirement Institute held 9,146 shares of Vanguard S&P 500 ETF worth $5.46M as of Q1 2026.
Prepared Retirement Institute bought 136 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $85.1K.
Vanguard S&P 500 ETF made up 2.71% of Prepared Retirement Institute's portfolio in Q1 2026, its #13 holding.
Prepared Retirement Institute first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Prepared Retirement Institute's Vanguard S&P 500 ETF position peaked at $5.91M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Prepared Retirement Institute's 13F filing for Q1 2026, filed 30 Apr 2026.