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

Sequent Planning’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 		$4.4M Buy
6,408
+1,127
+21% +$751K 0.94% 26
2026
Q1 		$3.16M Buy
5,281
+2,466
+88% +$1.54M 0.76% 30
2025
Q4 		$1.77M Buy
2,815
+722
+34% +$449K 0.45% 58
2025
Q3 		$1.28M Buy
2,093
+476
+29% +$281K 0.36% 59
2025
Q2 		$919K Buy
1,617
+15
+0.9% +$7.88K 0.29% 57
2025
Q1 		$823K Buy
1,602
+45
+3% +$24.3K 0.3% 56
2024
Q4 		$839K Buy
1,557
+142
+10% +$76.9K 0.31% 56
2024
Q3 		$747K Sell
1,415
-357
-20% -$181K 0.26% 73
2024
Q2 		$888K Sell
1,772
-147
-8% -$70.7K 0.3% 53
2024
Q1 		$922K Buy
+1,919
New +$878K 0.33% 54

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Sequent Planning's VOO Position: Q2 2026 in Review

Sequent Planning increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $751K and bringing the position to 6,408 shares worth $4.4M. The position accounts for 0.94% of the portfolio, ranked #26.

Sequent Planning first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Sequent Planning held 6,408 shares of Vanguard S&P 500 ETF worth $4.4M as of Q2 2026.
  • Sequent Planning bought 1,127 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $751K.
  • Vanguard S&P 500 ETF made up 0.94% of Sequent Planning's portfolio in Q2 2026, its #26 holding.
  • Sequent Planning first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.