WP
VOO icon

WealthPLAN Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

WealthPLAN Partners’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 		$301K Buy
438
+25
+6% +$16.7K 0.06% 190
2026
Q1 		$247K Sell
413
-489
-54% -$306K 0.05% 204
2025
Q4 		$565K Sell
902
-903
-50% -$561K 0.08% 169
2025
Q3 		$1.11M Sell
1,805
-51
-3% -$30.1K 0.17% 122
2025
Q2 		$1.05M Sell
1,856
-444
-19% -$233K 0.17% 119
2025
Q1 		$1.18M Buy
2,300
+550
+31% +$297K 0.17% 119
2024
Q4 		$943K Buy
1,750
+344
+24% +$186K 0.13% 126
2024
Q3 		$742K Sell
1,406
-338
-19% -$172K 0.1% 142
2024
Q2 		$872K Buy
1,744
+147
+9% +$70.7K 0.09% 151
2024
Q1 		$768K Hold
1,597
– – 0.08% 166
2023
Q4 		$698K Buy
1,597
+19
+1% +$7.78K 0.07% 181
2023
Q3 		$620K Buy
1,578
+1,153
+271% +$471K 0.07% 179
2023
Q2 		$173K Sell
425
-921
-68% -$355K 0.02% 313
2023
Q1 		$506K Sell
1,346
-164
-11% -$60.1K 0.06% 194
2022
Q4 		$573K Buy
+1,510
New +$533K 0.04% 239
2022
Q1 		$823K Buy
2,173
+183
+9% +$74.9K 0.06% 192
2021
Q4 		$823K Buy
1,990
+1,287
+183% +$543K 0.05% 191
2021
Q3 		$303K Buy
703
+56
+9% +$22.7K 0.02% 311
2021
Q2 		$264K Buy
+647
New +$248K 0.02% 309
2017
Q2 		– Sell
-60
Closed -$12.9K – 419
2017
Q1 		$12.9K Buy
+60
New +$12.8K 0.04% 233
2016
Q3 		$65.5K Buy
332
+61
+23% +$12.1K 0.02% 293
2016
Q2 		$52.2K Buy
+271
New +$51.6K 0.01% 903
2015
Q4 		$29.7K Buy
+159
New +$29.9K ﹤0.01% 768

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

WealthPLAN Partners's VOO Position: Q2 2026 in Review

WealthPLAN Partners increased its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q2 2026, buying an estimated $16.7K and bringing the position to 438 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #190.

WealthPLAN Partners first reported a position in VOO in Q4 2015 and has held it in 23 quarters since. The position peaked at $1.18M in Q1 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • WealthPLAN Partners held 438 shares of Vanguard S&P 500 ETF worth $301K as of Q2 2026.
  • WealthPLAN Partners bought 25 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard S&P 500 ETF made up 0.06% of WealthPLAN Partners's portfolio in Q2 2026, its #190 holding.
  • WealthPLAN Partners first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 23 quarters since.
  • WealthPLAN Partners's Vanguard S&P 500 ETF position peaked at $1.18M in Q1 2025.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.