VFP
VOO icon

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

Vested 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 		$16.6M Buy
27,724
+1,673
+6% +$1.05M 12.62% 3
2025
Q4 		$16.3M Buy
26,051
+1,417
+6% +$881K 12.58% 3
2025
Q3 		$15.1M Sell
24,634
-139
-0.6% -$81.9K 12.24% 3
2025
Q2 		$14.1M Buy
24,773
+2,614
+12% +$1.37M 12.52% 3
2025
Q1 		$11.4M Buy
22,159
+310
+1% +$168K 11.38% 3
2024
Q4 		$11.8M Buy
+21,849
New +$11.8M 11.15% 3

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

Vested Financial Planning's VOO Position: Q1 2026 in Review

Vested Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 6.4% in Q1 2026, buying an estimated $1.05M and bringing the position to 27,724 shares worth $16.6M. The position accounts for 12.62% of the portfolio, ranked #3.

Vested Financial Planning first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Vested Financial Planning held 27,724 shares of Vanguard S&P 500 ETF worth $16.6M as of Q1 2026.
  • Vested Financial Planning bought 1,673 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.05M.
  • Vanguard S&P 500 ETF made up 12.62% of Vested Financial Planning's portfolio in Q1 2026, its #3 holding.
  • Vested Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.