Sensible Financial Planning & Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27.6M | Buy |
45,017
+2,276
| +5% | +$1.34M | 5.01% | 5 |
|
|
2025
Q2 | $24.3M | Buy |
42,741
+2,644
| +7% | +$1.39M | 4.61% | 5 |
|
|
2025
Q1 | $20.6M | Buy |
40,097
+1,249
| +3% | +$675K | 4.11% | 7 |
|
|
2024
Q4 | $20.9M | Buy |
38,848
+930
| +2% | +$504K | 4.34% | 7 |
|
|
2024
Q3 | $20M | Sell |
37,918
-481
| -1% | -$244K | 3.95% | 8 |
|
|
2024
Q2 | $19.2M | Sell |
38,399
-474
| -1% | -$228K | 4.15% | 8 |
|
|
2024
Q1 | $18.7M | Buy |
38,873
+1,170
| +3% | +$535K | 4.13% | 8 |
|
|
2023
Q4 | $16.5M | Buy |
37,703
+93
| +0.2% | +$38.1K | 3.86% | 8 |
|
|
2023
Q3 | $14.8M | Sell |
37,610
-15
| -0% | -$6.13K | 3.71% | 9 |
|
|
2023
Q2 | $15.3M | Sell |
37,625
-5,862
| -13% | -$2.26M | 3.6% | 9 |
|
|
2023
Q1 | $16.4M | Sell |
43,487
-9
| -0% | -$3.3K | 3.86% | 6 |
|
|
2022
Q4 | $15.3M | Buy |
43,496
+6,963
| +19% | +$2.46M | 3.8% | 6 |
|
|
2022
Q3 | $12M | Buy |
36,533
+723
| +2% | +$264K | 3.09% | 8 |
|
|
2022
Q2 | $12.4M | Buy |
35,810
+3,416
| +11% | +$1.29M | 3.13% | 8 |
|
|
2022
Q1 | $13.4M | Sell |
32,394
-376
| -1% | -$154K | 3.59% | 10 |
|
|
2021
Q4 | $14.3M | Buy |
32,770
+1,863
| +6% | +$786K | 4.07% | 9 |
|
|
2021
Q3 | $12.2M | Buy |
30,907
+5
| +0% | +$2.03K | 3.97% | 8 |
|
|
2021
Q2 | $12.2M | Sell |
30,902
-1,001
| -3% | -$384K | 4.11% | 7 |
|
|
2021
Q1 | $11.6M | Sell |
31,903
-1,358
| -4% | -$482K | 4.27% | 7 |
|
|
2020
Q4 | $11.4M | Sell |
33,261
-2,214
| -6% | -$722K | 4.26% | 7 |
|
|
2020
Q3 | $10.9M | Sell |
35,475
-4,296
| -11% | -$1.31M | 4.46% | 7 |
|
|
2020
Q2 | $11.3M | Sell |
39,771
-5,618
| -12% | -$1.51M | 4.84% | 3 |
|
|
2020
Q1 | $10.7M | Sell |
45,389
-2,481
| -5% | -$695K | 5.12% | 3 |
|
|
2019
Q4 | $14.2M | Sell |
47,870
-3,238
| -6% | -$916K | 5.97% | 3 |
|
|
2019
Q3 | $13.9M | Sell |
51,108
-1,289
| -2% | -$350K | 6.01% | 3 |
|
|
2019
Q2 | $14.1M | Sell |
52,397
-1,917
| -4% | -$507K | 6.03% | 3 |
|
|
2019
Q1 | $14.1M | Sell |
54,314
-2,269
| -4% | -$567K | 6.38% | 3 |
|
|
2018
Q4 | $13M | Sell |
56,583
-1,279
| -2% | -$317K | 6.3% | 4 |
|
|
2018
Q3 | $15.5M | Sell |
57,862
-799
| -1% | -$209K | 7.17% | 3 |
|
|
2018
Q2 | $14.6M | Sell |
58,661
-3,367
| -5% | -$836K | 6.94% | 3 |
|
|
2018
Q1 | $15M | Sell |
62,028
-954
| -2% | -$239K | 7.16% | 4 |
|
|
2017
Q4 | $15.4M | Sell |
62,982
-3,453
| -5% | -$825K | 7.89% | 4 |
|
|
2017
Q3 | $15.3M | Sell |
66,435
-3,423
| -5% | -$775K | 8.45% | 3 |
|
|
2017
Q2 | $15.5M | Sell |
69,858
-1,137
| -2% | -$250K | 9.71% | 3 |
|
|
2017
Q1 | $15.4M | Buy |
70,995
+3,262
| +5% | +$696K | 9.89% | 3 |
|
|
2016
Q4 | $13.9M | Buy |
67,733
+1,004
| +2% | +$201K | 9.62% | 3 |
|
|
2016
Q3 | $13.3M | Buy |
66,729
+2,037
| +3% | +$404K | 9.12% | 3 |
|
|
2016
Q2 | $12.4M | Buy |
64,692
+3,508
| +6% | +$668K | 8.7% | 3 |
|
|
2016
Q1 | $11.5M | Buy |
61,184
+10,488
| +21% | +$1.88M | 8.42% | 3 |
|
|
2015
Q4 | $9.48M | Buy |
50,696
+4,769
| +10% | +$898K | 7.21% | 4 |
|
|
2015
Q3 | $8.07M | Buy |
45,927
+12,474
| +37% | +$2.32M | 6.32% | 4 |
|
|
2015
Q2 | $6.32M | Buy |
33,453
+14,217
| +74% | +$2.74M | 5.2% | 6 |
|
|
2015
Q1 | $3.64M | Buy |
19,236
+16,085
| +510% | +$3.04M | 3.31% | 7 |
|
|
2014
Q4 | $594K | Buy |
+3,151
| New | +$581K | 0.61% | 21 |
|
Other funds holding VOO
AA
Sensible Financial Planning & Management's VOO Position: Q3 2025 in Review
Sensible Financial Planning & Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.3% in Q3 2025, buying an estimated $1.34M and bringing the position to 45,017 shares worth $27.6M. The position accounts for 5.01% of the portfolio, ranked #5.
Sensible Financial Planning & Management first reported a position in VOO in Q4 2014 and has held it in 44 quarters since. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.
- Sensible Financial Planning & Management held 45,017 shares of Vanguard S&P 500 ETF worth $27.6M as of Q3 2025.
- Sensible Financial Planning & Management bought 2,276 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $1.34M.
- Vanguard S&P 500 ETF made up 5.01% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #5 holding.
- Sensible Financial Planning & Management first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 44 quarters since.
- 3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.
Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.