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

Strategic 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 		$455K Buy
+662
New +$441K 0.24% 32
2026
Q1 		– Sell
-662
Closed -$415K – 63
2025
Q4 		$415K Sell
662
-38
-5% -$23.6K 0.24% 32
2025
Q3 		$429K Hold
700
– – 0.25% 31
2025
Q2 		$398K Hold
700
– – 0.25% 31
2025
Q1 		$360K Hold
700
– – 0.25% 31
2024
Q4 		$377K Sell
700
-42
-6% -$22.7K 0.26% 31
2024
Q3 		$392K Buy
+742
New +$377K 0.26% 31

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

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

Strategic Financial Planning opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 662 shares worth $455K. The stake represents 0.24% of the portfolio and ranks #32 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in VOO as recently as Q4 2025.

Strategic Financial Planning first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Strategic Financial Planning held 662 shares of Vanguard S&P 500 ETF worth $455K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Strategic Financial Planning position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.24% of Strategic Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Strategic Financial Planning first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • 3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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