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 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

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

Wrenne Financial Planning's VOO Position: Q1 2026 in Review

Wrenne Financial Planning increased its Vanguard S&P 500 ETF (VOO) stake by 27% in Q1 2026, buying an estimated $114K and bringing the position to 861 shares worth $514K. The position accounts for 0.2% of the portfolio, ranked #30.

Wrenne Financial Planning first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $584K in Q1 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Wrenne Financial Planning held 861 shares of Vanguard S&P 500 ETF worth $514K as of Q1 2026.
Wrenne Financial Planning bought 183 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $114K.
Vanguard S&P 500 ETF made up 0.2% of Wrenne Financial Planning's portfolio in Q1 2026, its #30 holding.
Wrenne Financial Planning first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Wrenne Financial Planning's Vanguard S&P 500 ETF position peaked at $584K in Q1 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.