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

Waller Financial Planning Group’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	$9.57M	Sell	13,938 -331	-2%	-$221K	1.97%	15
2026 Q1	$8.53M	Buy	14,269 +809	+6%	+$506K	1.88%	15
2025 Q4	$8.44M	Sell	13,460 -1,831	-12%	-$1.14M	1.87%	16
2025 Q3	$9.36M	Buy	15,291 +261	+2%	+$154K	2.15%	13
2025 Q2	$8.54M	Buy	15,030 +1,097	+8%	+$577K	2.06%	15
2025 Q1	$7.16M	Sell	13,933 -1,661	-11%	-$898K	2.01%	12
2024 Q4	$8.4M	Buy	15,594 +4,370	+39%	+$2.37M	2.12%	12
2024 Q3	$5.92M	Sell	11,224 -163	-1%	-$82.9K	1.47%	16
2024 Q2	$5.69M	Buy	11,387 +601	+6%	+$289K	1.53%	16
2024 Q1	$5.18M	Sell	10,786 -99	-0.9%	-$45.3K	1.38%	17
2023 Q4	$4.75M	Buy	10,885 +166	+2%	+$68K	1.25%	18
2023 Q3	$4.21M	Sell	10,719 -264	-2%	-$108K	1.22%	19
2023 Q2	$4.47M	Sell	10,983 -283	-3%	-$109K	1.23%	20
2023 Q1	$4.24M	Sell	11,266 -7,240	-39%	-$2.66M	1.2%	20
2022 Q4	$6.5M	Sell	18,506 -444	-2%	-$157K	1.89%	16
2022 Q3	$6.22M	Sell	18,950 -69	-0.4%	-$25.2K	1.9%	15
2022 Q2	$6.6M	Sell	19,019 -5,013	-21%	-$1.89M	1.93%	15
2022 Q1	$9.98M	Buy	24,032 +1,856	+8%	+$760K	2.64%	10
2021 Q4	$9.68M	Buy	22,176 +842	+4%	+$355K	2.42%	9
2021 Q3	$8.41M	Sell	21,334 -564	-3%	-$229K	2.24%	10
2021 Q2	$8.62M	Sell	21,898 -113	-0.5%	-$43.4K	2.31%	10
2021 Q1	$8.02M	Sell	22,011 -1,327	-6%	-$471K	2.3%	10
2020 Q4	$8.02M	Buy	23,338 +2,201	+10%	+$718K	2.5%	10
2020 Q3	$6.5M	Buy	21,137 +1,104	+6%	+$336K	2.38%	11
2020 Q2	$5.68M	Sell	20,033 -339	-2%	-$91.2K	2.21%	11
2020 Q1	$4.82M	Buy	20,372 +15,752	+341%	+$4.41M	2.52%	16
2019 Q4	$1.37M	Buy	4,620 +553	+14%	+$156K	0.69%	26
2019 Q3	$1.13M	Buy	4,067 +20	+0.5%	+$5.43K	0.6%	28
2019 Q2	$1.11M	Sell	4,047 -11	-0.3%	-$2.91K	0.62%	27
2019 Q1	$1.08M	Sell	4,058 -241	-6%	-$60.2K	0.63%	28
2018 Q4	$988K	Buy	+4,299	New	+$1.06M	0.68%	28

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

CFFP

Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Waller Financial Planning Group's VOO Position: Q2 2026 in Review

Waller Financial Planning Group reduced its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q2 2026, selling an estimated $221K and leaving 13,938 shares worth $9.57M. The position accounts for 1.97% of the portfolio, ranked #15.

Waller Financial Planning Group first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.98M in Q1 2022. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Waller Financial Planning Group held 13,938 shares of Vanguard S&P 500 ETF worth $9.57M as of Q2 2026.
Waller Financial Planning Group sold 331 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $221K.
Vanguard S&P 500 ETF made up 1.97% of Waller Financial Planning Group's portfolio in Q2 2026, its #15 holding.
Waller Financial Planning Group first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
Waller Financial Planning Group's Vanguard S&P 500 ETF position peaked at $9.98M in Q1 2022.
1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.