Plan Group Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Plan Group Financial, LLC holds 27,971 shares of VOO stock, worth $17.3 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares

27,971

Previous 32,284 13.36%

Holding current value

$17.3 Million

Previous $18.3 Million 6.6%

% of portfolio

4.83%

Previous 6.23%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$567.77 - $614.76 $2.45 Million - $2.65 Million	-4,313 Reduced 13.36%	27,971 $17.1 Million
Q2 2025 Aug 13, 2025	SELL	$456.74 - $568.03 $3.18 Million - $3.96 Million	-6,964 Reduced 17.74%	32,284 $18.3 Million
Q1 2025 May 09, 2025	BUY	$507.05 - $563.67 $4.61 Million - $5.13 Million	9,093 Added 30.15%	39,248 $20.2 Million
Q4 2024 Jan 31, 2025	SELL	$521.84 - $558.82 $395,554 - $423,585	-758 Reduced 2.45%	30,155 $16.2 Million
Q3 2024 Oct 22, 2024	BUY	$475.2 - $527.7 $292,723 - $325,063	616 Added 2.03%	30,913 $16.3 Million

Q2 2024 Aug 05, 2024	BUY	$455.1 - $504.28 $1.2 Million - $1.32 Million	2,627 Added 9.49%	30,297 $15.2 Million
Q1 2024 Apr 26, 2024	BUY	$429.43 - $481.35 $2.5 Million - $2.8 Million	5,823 Added 26.65%	27,670 $13.3 Million
Q4 2023 Jan 29, 2024	BUY	$377.32 - $438.19 $1.32 Million - $1.53 Million	3,501 Added 19.08%	21,847 $9.54 Million
Q3 2023 Nov 13, 2023	BUY	$392.7 - $420.68 $3.93 Million - $4.21 Million	10,007 Added 120.0%	18,346 $7.2 Million
Q2 2023 Aug 10, 2023	BUY	$371.44 - $407.28 $1.67 Million - $1.83 Million	4,490 Added 116.65%	8,339 $3.4 Million
Q2 2022 Aug 12, 2022	BUY	$337.07 - $419.85 $1.3 Million - $1.62 Million	3,849 New	3,849 $1.37 Million

Others Institutions Holding VOO

# of Institutions

3,874

Shares Held

545M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Plan Group Financial, LLC Vanguard Index Fds S&P 500 ETF Transaction History