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Aegis Wealth Management (Iowa)’s Vanguard S&P 500 ETF VOO Stock Holding History

Aegis Wealth Management (Iowa)’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 		$2.23M Sell
3,240
-487
-13% -$325K 1.44% 14
2026
Q1 		$2.23M Buy
3,727
+196
+6% +$123K 1.75% 11
2025
Q4 		$2.21M Buy
+3,531
New +$2.19M 1.74% 10

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aegis Wealth Management (Iowa)'s VOO Position: Q2 2026 in Review

Aegis Wealth Management (Iowa) reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $325K and leaving 3,240 shares worth $2.23M. The position accounts for 1.44% of the portfolio, ranked #14.

Aegis Wealth Management (Iowa) first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.23M in Q1 2026. 1,185 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Aegis Wealth Management (Iowa) held 3,240 shares of Vanguard S&P 500 ETF worth $2.23M as of Q2 2026.
  • Aegis Wealth Management (Iowa) sold 487 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $325K.
  • Vanguard S&P 500 ETF made up 1.44% of Aegis Wealth Management (Iowa)'s portfolio in Q2 2026, its #14 holding.
  • Aegis Wealth Management (Iowa) first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Aegis Wealth Management (Iowa)'s Vanguard S&P 500 ETF position peaked at $2.23M in Q1 2026.
  • 1,185 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Aegis Wealth Management (Iowa)'s 13F filing for Q2 2026, filed 16 Jul 2026.