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

Valtinson Bruner 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
Q1 		$2.46M Buy
4,123
+434
+12% +$271K 0.68% 27
2025
Q4 		$2.31M Buy
3,689
+8
+0.2% +$4.97K 0.67% 30
2025
Q3 		$2.25M Sell
3,681
-6
-0.2% -$3.54K 0.67% 31
2025
Q2 		$2.09M Buy
3,687
+254
+7% +$133K 0.66% 31
2025
Q1 		$1.76M Buy
3,433
+668
+24% +$361K 0.6% 35
2024
Q4 		$1.49M Buy
2,765
+194
+8% +$105K 0.52% 48
2024
Q3 		$1.36M Sell
2,571
-12
-0.5% -$6.1K 0.47% 49
2024
Q2 		$1.29M Buy
2,583
+29
+1% +$14K 0.51% 50
2024
Q1 		$1.23M Buy
2,554
+30
+1% +$13.7K 0.52% 48
2023
Q4 		$1.1M Buy
2,524
+4
+0.2% +$1.64K 0.57% 49
2023
Q3 		$990K Buy
2,520
+1
+0% +$409 0.54% 53
2023
Q2 		$1.03M Sell
2,519
-49
-2% -$18.9K 0.55% 51
2023
Q1 		$966K Sell
2,568
-312
-11% -$114K 0.55% 49
2022
Q4 		$1.04M Buy
2,880
+824
+40% +$291K 0.6% 49
2022
Q3 		$675K Buy
2,056
+68
+3% +$24.8K 0.42% 57
2022
Q2 		$690K Sell
1,988
-7
-0.4% -$2.64K 0.42% 53
2022
Q1 		$803K Buy
1,995
+5
+0.3% +$2.05K 0.46% 55
2021
Q4 		$869K Sell
1,990
-46
-2% -$19.4K 0.48% 53
2021
Q3 		$847K Buy
2,036
+5
+0.2% +$2.03K 0.47% 51
2021
Q2 		$820K Buy
2,031
+5
+0.2% +$1.92K 0.47% 51
2021
Q1 		$774K Buy
2,026
+82
+4% +$29.1K 0.46% 43
2020
Q4 		$677K Buy
1,944
+7
+0.4% +$2.28K 0.42% 45
2020
Q3 		$588K Buy
1,937
+6
+0.3% +$1.83K 0.41% 45
2020
Q2 		$594K Sell
1,931
-37
-2% -$9.96K 0.42% 46
2020
Q1 		$513K Buy
1,968
+1,156
+142% +$324K 0.41% 40
2019
Q4 		$241K Hold
812
– – 0.17% 68
2019
Q3 		$221K Sell
812
-397
-33% -$108K 0.18% 62
2019
Q2 		$325K Buy
1,209
+44
+4% +$11.6K 0.27% 36
2019
Q1 		$302K Hold
1,165
– – 0.26% 34
2018
Q4 		$268K Buy
+1,165
New +$289K 0.28% 29

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Valtinson Bruner Financial Planning's VOO Position: Q1 2026 in Review

Valtinson Bruner Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2026, buying an estimated $271K and bringing the position to 4,123 shares worth $2.46M. The position accounts for 0.68% of the portfolio, ranked #27.

Valtinson Bruner Financial Planning first reported a position in VOO in Q4 2018 and has held it in 30 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Valtinson Bruner Financial Planning held 4,123 shares of Vanguard S&P 500 ETF worth $2.46M as of Q1 2026.
  • Valtinson Bruner Financial Planning bought 434 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $271K.
  • Vanguard S&P 500 ETF made up 0.68% of Valtinson Bruner Financial Planning's portfolio in Q1 2026, its #27 holding.
  • Valtinson Bruner Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 30 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q1 2026, filed 5 May 2026.