WealthPlan Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

WealthPlan Investment Management’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	$2.11M	Buy	3,528 +1,315	+59%	+$822K	0.12%	149
2025 Q4	$1.39M	Sell	2,213 -242	-10%	-$150K	0.09%	171
2025 Q3	$1.5M	Buy	2,455 +250	+11%	+$147K	0.1%	151
2025 Q2	$1.25M	Buy	+2,205	New	+$1.16M	0.09%	168
2023 Q1	–	Sell	-1,510	Closed	-$573K	–	577
2022 Q4	$573K	Sell	1,510 -565	-27%	-$200K	0.04%	238
2022 Q3	$750K	Buy	+2,075	New	+$758K	0.05%	189
2022 Q1	$823K	Buy	+2,173	New	+$890K	0.06%	192

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

WealthPlan Investment Management's VOO Position: Q1 2026 in Review

WealthPlan Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 59% in Q1 2026, buying an estimated $822K and bringing the position to 3,528 shares worth $2.11M. The position accounts for 0.12% of the portfolio, ranked #149.

WealthPlan Investment Management first reported a position in VOO in Q1 2022 and has held it in 7 quarters since. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

WealthPlan Investment Management held 3,528 shares of Vanguard S&P 500 ETF worth $2.11M as of Q1 2026.
WealthPlan Investment Management bought 1,315 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $822K.
Vanguard S&P 500 ETF made up 0.12% of WealthPlan Investment Management's portfolio in Q1 2026, its #149 holding.
WealthPlan Investment Management first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 7 quarters since.
3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.