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 Q2	$19.3M	Buy	28,143 +419	+2%	+$279K	12.98%	3
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Vested Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, buying an estimated $279K and bringing the position to 28,143 shares worth $19.3M. The position accounts for 12.98% of the portfolio, ranked #3.

Vested Financial Planning first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Vested Financial Planning held 28,143 shares of Vanguard S&P 500 ETF worth $19.3M as of Q2 2026.
Vested Financial Planning bought 419 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $279K.
Vanguard S&P 500 ETF made up 12.98% of Vested Financial Planning's portfolio in Q2 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 7 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Vested Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.