Quantum Financial Planning Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Quantum Financial Planning Services’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	$447K	Sell	638 -239	-27%	-$167K	0.12%	29
2026 Q2	$602K	Buy	877 +68	+8%	+$45.3K	0.19%	27
2026 Q1	$484K	Buy	809 +1	+0.1%	+$625	0.17%	30
2025 Q4	$506K	Sell	808 -5	-0.6%	-$3.11K	0.18%	27
2025 Q3	$498K	Buy	813 +151	+23%	+$89K	0.2%	21
2025 Q2	$376K	Hold	662	–	–	0.18%	26
2025 Q1	$340K	Sell	662 -52	-7%	-$28.1K	0.19%	25
2024 Q4	$385K	Buy	+714	New	+$387K	0.21%	23

Other funds holding VOO

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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quantum Financial Planning Services's VOO Position: Q3 2026 in Review

Quantum Financial Planning Services reduced its Vanguard S&P 500 ETF (VOO) stake by 27% in Q3 2026, selling an estimated $167K and leaving 638 shares worth $447K. The position accounts for 0.12% of the portfolio, ranked #29.

Quantum Financial Planning Services first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $602K in Q2 2026. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Quantum Financial Planning Services held 638 shares of Vanguard S&P 500 ETF worth $447K as of Q3 2026.
Quantum Financial Planning Services sold 239 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $167K.
Vanguard S&P 500 ETF made up 0.12% of Quantum Financial Planning Services's portfolio in Q3 2026, its #29 holding.
Quantum Financial Planning Services first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
Quantum Financial Planning Services's Vanguard S&P 500 ETF position peaked at $602K in Q2 2026.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Quantum Financial Planning Services's 13F filing for Q3 2026, filed 14 Oct 2026.