XY Planning Network’s Vanguard S&P 500 ETF VOO Stock Holding History

XY Planning Network’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 Q3	$34.6M	Buy	49,358 +543	+1%	+$379K	3.72%	2
2026 Q2	$33.5M	Buy	48,815 +2,271	+5%	+$1.51M	4.21%	3
2026 Q1	$28M	Buy	46,544 +6,112	+15%	+$3.82M	4.48%	3
2025 Q4	$25.4M	Buy	40,432 +30,315	+300%	+$18.8M	4.42%	3
2025 Q3	$5.75M	Hold	10,117	–	–	1.96%	9
2025 Q2	$5.75M	Buy	10,117 +7,705	+319%	+$4.05M	1.96%	9
2025 Q1	$1.24M	Buy	2,412 +1,135	+89%	+$614K	0.83%	36
2024 Q4	$688K	Buy	+1,277	New	+$692K	0.52%	47

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

XY Planning Network's VOO Position: Q3 2026 in Review

XY Planning Network increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q3 2026, buying an estimated $379K and bringing the position to 49,358 shares worth $34.6M. The position accounts for 3.72% of the portfolio, ranked #2.

XY Planning Network first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

XY Planning Network held 49,358 shares of Vanguard S&P 500 ETF worth $34.6M as of Q3 2026.
XY Planning Network bought 543 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $379K.
Vanguard S&P 500 ETF made up 3.72% of XY Planning Network's portfolio in Q3 2026, its #2 holding.
XY Planning Network first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.