Virginia Estate & Retirement Planning Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Virginia Estate & Retirement Planning Advisors’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	$9.59M	Buy	+13,974	New	+$9.32M	11.54%	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

Virginia Estate & Retirement Planning Advisors's VOO Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 13,974 shares worth $9.59M. The stake represents 11.54% of the portfolio and ranks #3 among its holdings.

3,955 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 13,974 shares of Vanguard S&P 500 ETF worth $9.59M as of Q2 2026.
Vanguard S&P 500 ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
Vanguard S&P 500 ETF made up 11.54% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #3 holding.
3,955 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.