Vested Financial Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Vested Financial Planning, LLC

$130 Billion
Q4 2025

A detailed history of Vested Financial Planning, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Vested Financial Planning, LLC holds 26,051 shares of VOO stock, worth $16.1 Million. This represents 12.58% of its overall portfolio holdings.

Number of Shares

26,051

Previous 24,634 5.75%

Holding current value

$16.1 Million

Previous $15.1 Billion 8.3%

% of portfolio

12.58%

Previous 12.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$600.51 - $631.95 $850,922 - $895,473	1,417 Added 5.75%	26,051 $16.3 Billion
Q3 2025 Oct 28, 2025	SELL	$567.77 - $614.76 $78,920 - $85,451	-139 Reduced 0.56%	24,634 $15.1 Billion
Q2 2025 Jul 21, 2025	BUY	$456.74 - $568.03 $1.19 Million - $1.48 Million	2,614 Added 11.8%	24,773 $14.1 Billion
Q1 2025 Apr 29, 2025	BUY	$507.05 - $563.67 $157,185 - $174,737	310 Added 1.42%	22,159 $11.4 Billion
Q4 2024 Jan 28, 2025	BUY	$521.84 - $558.82 $11.4 Million - $12.2 Million	21,849 New	21,849 $11.8 Billion

Others Institutions Holding VOO

# of Institutions

3,936

Shares Held

551M

Call Options Held

2.75M

Put Options Held

3.12M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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Vested Financial Planning, LLC Vanguard Index Fds S&P 500 ETF Transaction History