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

Sterling Financial 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	$225K	Sell	328 -9	-3%	-$6K	0.06%	116
2026 Q1	$201K	Sell	337 -2	-0.6%	-$1.25K	0.06%	116
2025 Q4	$213K	Buy	+339	New	+$211K	0.06%	115
2021 Q4	–	Sell	-86	Closed	-$34K	–	390
2021 Q3	$34K	Buy	86 +1	+1%	+$406	0.02%	221
2021 Q2	$34K	Sell	85 -13	-13%	-$4.99K	0.02%	207
2021 Q1	$36K	Hold	98	–	–	0.03%	184
2020 Q4	$34K	Buy	+98	New	+$31.9K	0.03%	177

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Sterling Financial Planning's VOO Position: Q2 2026 in Review

Sterling Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q2 2026, selling an estimated $6K and leaving 328 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #116.

Sterling Financial Planning first reported a position in VOO in Q4 2020 and has held it in 7 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Sterling Financial Planning held 328 shares of Vanguard S&P 500 ETF worth $225K as of Q2 2026.
Sterling Financial Planning sold 9 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6K.
Vanguard S&P 500 ETF made up 0.06% of Sterling Financial Planning's portfolio in Q2 2026, its #116 holding.
Sterling Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 7 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.