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

Total Wealth 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
2025
Q4 		– Sell
-449
Closed -$275K – 104
2025
Q3 		$275K Buy
+449
New +$265K 0.03% 98
2021
Q3 		– Sell
-696
Closed -$274K – 48
2021
Q2 		$274K Buy
+696
New +$267K 0.11% 40

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Total Wealth Planning's VOO Position: Q4 2025 in Review

Total Wealth Planning sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 449 shares — an estimated $275K sold.

Total Wealth Planning first reported a position in VOO in Q2 2021 and held it in 2 quarters. The position peaked at $275K in Q3 2025. 3,849 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Total Wealth Planning reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 449 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $275K.
  • Total Wealth Planning first reported a position in Vanguard S&P 500 ETF in Q2 2021 and held it in 2 quarters.
  • Total Wealth Planning's Vanguard S&P 500 ETF position peaked at $275K in Q3 2025.
  • 3,849 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.