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IAG Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

IAG Wealth Partners’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 		$1.25M Buy
2,095
+1
+0% +$625 0.14% 68
2025
Q4 		$1.31M Hold
2,094
– – 0.15% 65
2025
Q3 		$1.28M Hold
2,094
– – 0.15% 65
2025
Q2 		$1.19M Hold
2,094
– – 0.16% 63
2025
Q1 		$1.08M Buy
2,094
+1,297
+163% +$701K 0.17% 62
2024
Q4 		$429K Sell
797
-51
-6% -$27.6K 0.08% 74
2024
Q3 		$447K Sell
848
-364
-30% -$185K 0.08% 74
2024
Q2 		$606K Buy
1,212
+424
+54% +$204K 0.12% 60
2024
Q1 		$379K Sell
788
-120
-13% -$54.9K 0.08% 68
2023
Q4 		$397K Buy
908
+122
+16% +$49.9K 0.09% 62
2023
Q3 		$309K Sell
786
-1,083
-58% -$443K 0.09% 65
2023
Q2 		$761K Buy
1,869
+1,689
+938% +$652K 0.2% 46
2023
Q1 		$67.7K Sell
180
-167
-48% -$61.2K 0.02% 119
2022
Q4 		$122K Sell
347
-30
-8% -$10.6K 0.04% 88
2022
Q3 		$124K Buy
377
+134
+55% +$48.9K 0.04% 77
2022
Q2 		$84K Sell
243
-116
-32% -$43.7K 0.03% 98
2022
Q1 		$149K Buy
359
+150
+72% +$61.4K 0.05% 75
2021
Q4 		$91K Sell
209
-4
-2% -$1.69K 0.03% 93
2021
Q3 		$85K Buy
213
+34
+19% +$13.8K 0.03% 86
2021
Q2 		$71K Sell
179
-9
-5% -$3.46K 0.03% 97
2021
Q1 		$69K Sell
188
-19
-9% -$6.74K 0.03% 91
2020
Q4 		$72K Sell
207
-5
-2% -$1.63K 0.03% 91
2020
Q3 		$66K Sell
212
-71
-25% -$21.6K 0.03% 91
2020
Q2 		$81K Hold
283
– – 0.04% 76
2020
Q1 		$68K Sell
283
-274
-49% -$76.8K 0.05% 79
2019
Q4 		$165K Buy
+557
New +$158K 0.11% 51

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

IAG Wealth Partners's VOO Position: Q1 2026 in Review

IAG Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.05% in Q1 2026, buying an estimated $625 and bringing the position to 2,095 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #68.

IAG Wealth Partners first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.31M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • IAG Wealth Partners held 2,095 shares of Vanguard S&P 500 ETF worth $1.25M as of Q1 2026.
  • IAG Wealth Partners bought 1 Vanguard S&P 500 ETF share in Q1 2026, an estimated $625.
  • Vanguard S&P 500 ETF made up 0.14% of IAG Wealth Partners's portfolio in Q1 2026, its #68 holding.
  • IAG Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's Vanguard S&P 500 ETF position peaked at $1.31M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.