Spectrum Planning & Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Spectrum Planning & Advisory 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 Q2	$1.28M	Buy	1,857 +609	+49%	+$406K	0.57%	39
2026 Q1	$746K	Hold	1,248	–	–	0.37%	45
2025 Q4	$783K	Hold	1,248	–	–	0.4%	42
2025 Q3	$764K	Buy	1,248 +83	+7%	+$48.9K	0.43%	44
2025 Q2	$662K	Buy	1,165 +161	+16%	+$84.6K	0.43%	44
2025 Q1	$516K	Sell	1,004 -500	-33%	-$270K	0.43%	41
2024 Q4	$811K	Sell	1,504 -260	-15%	-$141K	0.7%	25
2024 Q3	$931K	Buy	1,764 +205	+13%	+$104K	0.89%	20
2024 Q2	$786K	Buy	+1,559	New	+$750K	0.76%	25
2023 Q4	$520K	Hold	1,190	–	–	0.74%	27
2023 Q3	$467K	Hold	1,190	–	–	0.74%	26
2023 Q2	$486K	Buy	1,190 +308	+35%	+$119K	0.73%	23
2023 Q1	$332K	Buy	+882	New	+$323K	0.54%	25

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Spectrum Planning & Advisory Services's VOO Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 49% in Q2 2026, buying an estimated $406K and bringing the position to 1,857 shares worth $1.28M. The position accounts for 0.57% of the portfolio, ranked #39.

Spectrum Planning & Advisory Services first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Spectrum Planning & Advisory Services held 1,857 shares of Vanguard S&P 500 ETF worth $1.28M as of Q2 2026.
Spectrum Planning & Advisory Services bought 609 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $406K.
Vanguard S&P 500 ETF made up 0.57% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #39 holding.
Spectrum Planning & Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.