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

Wrenne 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	$525K	Sell	765 -96	-11%	-$64K	0.18%	31
2026 Q1	$514K	Buy	861 +183	+27%	+$114K	0.2%	30
2025 Q4	$425K	Sell	678 -32	-5%	-$19.9K	0.17%	30
2025 Q3	$435K	Buy	710 +9	+1%	+$5.3K	0.19%	30
2025 Q2	$398K	Sell	701 -435	-38%	-$229K	0.19%	30
2025 Q1	$584K	Buy	1,136 +304	+37%	+$164K	0.31%	26
2024 Q4	$448K	Buy	832 +51	+7%	+$27.6K	0.26%	25
2024 Q3	$412K	Buy	781 +83	+12%	+$42.2K	0.25%	26
2024 Q2	$349K	Buy	698 +89	+15%	+$42.8K	0.24%	29
2024 Q1	$293K	Buy	609 +11	+2%	+$5.03K	0.22%	25
2023 Q4	$261K	Buy	+598	New	+$245K	0.22%	24

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

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

Wrenne Financial Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q2 2026, selling an estimated $64K and leaving 765 shares worth $525K. The position accounts for 0.18% of the portfolio, ranked #31.

Wrenne Financial Planning first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $584K in Q1 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Wrenne Financial Planning held 765 shares of Vanguard S&P 500 ETF worth $525K as of Q2 2026.
Wrenne Financial Planning sold 96 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $64K.
Vanguard S&P 500 ETF made up 0.18% of Wrenne Financial Planning's portfolio in Q2 2026, its #31 holding.
Wrenne Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Wrenne Financial Planning's Vanguard S&P 500 ETF position peaked at $584K in Q1 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.