AIIMS
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Analyst IMS Investment Management Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Analyst IMS Investment Management Services’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
Q1 		$358M Sell
598,567
-49,122
-8% -$30.7M 10.83% 3
2025
Q4 		$406M Sell
647,689
-178,954
-22% -$111M 11.84% 3
2025
Q3 		$506M Sell
826,643
-46,338
-5% -$27.3M 15.74% 3
2025
Q2 		$496M Buy
872,981
+1,939
+0.2% +$1.02M 16.93% 3
2025
Q1 		$448M Sell
871,042
-6,806
-0.8% -$3.68M 17.4% 3
2024
Q4 		$473M Sell
877,848
-1,556
-0.2% -$843K 17.31% 3
2024
Q3 		$464M Sell
879,404
-18,719
-2% -$9.51M 17.82% 3
2024
Q2 		$449M Sell
898,123
-19,028
-2% -$9.16M 18.44% 3
2024
Q1 		$441M Buy
917,151
+200,167
+28% +$91.6M 19.2% 2
2023
Q4 		$313M Buy
716,984
+34,337
+5% +$14.1M 16.25% 3
2023
Q3 		$269M Buy
682,647
+132,040
+24% +$54M 16.83% 3
2023
Q2 		$222M Buy
550,607
+44,323
+9% +$17.1M 14.88% 3
2023
Q1 		$188M Buy
506,284
+80,680
+19% +$29.6M 14.25% 3
2022
Q4 		$150M Buy
425,604
+61,646
+17% +$21.8M 12.87% 3
2022
Q3 		$121M Sell
363,958
-656
-0.2% -$240K 11.84% 3
2022
Q2 		$126M Buy
364,614
+68,650
+23% +$25.9M 12.06% 3
2022
Q1 		$123M Buy
295,964
+67,693
+30% +$27.7M 10.89% 3
2021
Q4 		$99.9M Buy
+228,271
New +$96.4M 9.49% 3
2021
Q3 		– Sell
-111,715
Closed -$44M – 102
2021
Q2 		$44M Buy
111,715
+11,743
+12% +$4.51M 5.27% 5
2021
Q1 		$36.4M Buy
99,972
+71,855
+256% +$25.5M 4.88% 5
2020
Q4 		$9.66M Buy
28,117
+13,487
+92% +$4.4M 1.62% 9
2020
Q3 		$4.5M Buy
14,630
+3,127
+27% +$953K 0.92% 16
2020
Q2 		$3.26M Buy
11,503
+1,113
+11% +$300K 0.76% 19
2020
Q1 		$2.46M Buy
10,390
+596
+6% +$167K 0.79% 19
2019
Q4 		$2.9M Hold
9,794
– – 0.79% 20
2019
Q3 		$2.67M Buy
9,794
+2,685
+38% +$729K 0.79% 18
2019
Q2 		$1.91M Buy
7,109
+1,690
+31% +$447K 0.57% 30
2019
Q1 		$1.41M Buy
5,419
+2,384
+79% +$595K 0.43% 42
2018
Q4 		$697 Buy
3,035
+165
+6% +$40.9K 0.11% 61
2018
Q3 		$767 Hold
2,870
– – 0.12% 68
2018
Q2 		$714K Hold
2,870
– – 0.22% 70
2018
Q1 		$695K Hold
2,870
– – 0.22% 71
2017
Q4 		$704K Hold
2,870
– – 0.22% 72
2017
Q3 		$660K Hold
2,870
– – 0.22% 75
2017
Q2 		$637K Hold
2,870
– – 0.23% 74
2017
Q1 		$621K Hold
2,870
– – 0.24% 72
2016
Q4 		$589K Hold
2,870
– – 0.26% 69
2016
Q3 		$570K Hold
2,870
– – 0.24% 70
2016
Q2 		$552K Hold
2,870
– – 0.23% 65
2016
Q1 		$541K Buy
2,870
+560
+24% +$100K 0.23% 70
2015
Q4 		$432K Buy
2,310
+820
+55% +$154K 0.18% 73
2015
Q3 		$262K Hold
1,490
– – 0.11% 87
2015
Q2 		$281K Hold
1,490
– – 0.11% 88
2015
Q1 		$282K Hold
1,490
– – 0.11% 93
2014
Q4 		$281K Buy
+1,490
New +$275K 0.11% 87

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Analyst IMS Investment Management Services's VOO Position: Q1 2026 in Review

Analyst IMS Investment Management Services reduced its Vanguard S&P 500 ETF (VOO) stake by 7.6% in Q1 2026, selling an estimated $30.7M and leaving 598,567 shares worth $358M. The position accounts for 10.83% of the portfolio, ranked #3.

Analyst IMS Investment Management Services first reported a position in VOO in Q4 2014 and has held it in 45 quarters since. The position peaked at $506M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Analyst IMS Investment Management Services held 598,567 shares of Vanguard S&P 500 ETF worth $358M as of Q1 2026.
  • Analyst IMS Investment Management Services sold 49,122 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $30.7M.
  • Vanguard S&P 500 ETF made up 10.83% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #3 holding.
  • Analyst IMS Investment Management Services first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 45 quarters since.
  • Analyst IMS Investment Management Services's Vanguard S&P 500 ETF position peaked at $506M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.