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Vertex Planning Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Vertex Planning Partners’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
-431
Closed -$264K – 200
2025
Q3 		$264K Buy
431
+2
+0.5% +$1.18K 0.05% 178
2025
Q2 		$244K Sell
429
-134
-24% -$70.4K 0.05% 167
2025
Q1 		$290K Buy
+563
New +$304K 0.06% 146

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

Vertex Planning Partners's VOO Position: Q4 2025 in Review

Vertex Planning Partners sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 431 shares — an estimated $264K sold.

Vertex Planning Partners first reported a position in VOO in Q1 2025 and held it in 3 quarters. The position peaked at $290K in Q1 2025. 3,854 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Vertex Planning Partners reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 431 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $264K.
  • Vertex Planning Partners first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 3 quarters.
  • Vertex Planning Partners's Vanguard S&P 500 ETF position peaked at $290K in Q1 2025.
  • 3,854 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.