Planning Strategies Inc.’s Vanguard S&P 500 ETF VOO Stock Holding History

Planning Strategies Inc.’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	$4.42M	Buy	+6,437	New	+$4.29M	2.76%	6

Other funds holding VOO

CCWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

Planning Strategies Inc.'s VOO Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 6,437 shares worth $4.42M. The stake represents 2.76% of the portfolio and ranks #6 among its holdings.

1,727 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Planning Strategies Inc. held 6,437 shares of Vanguard S&P 500 ETF worth $4.42M as of Q2 2026.
Vanguard S&P 500 ETF was a new Planning Strategies Inc. position in Q2 2026.
Vanguard S&P 500 ETF made up 2.76% of Planning Strategies Inc.'s portfolio in Q2 2026, its #6 holding.
1,727 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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