IAG Wealth Partners
VOO icon

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
Q3 		$1.41M Sell
2,013
-15
-0.7% -$10.5K 0.13% 71
2026
Q2 		$1.39M Sell
2,028
-67
-3% -$44.7K 0.14% 72
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
E-L Financial Corp
E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

IAG Wealth Partners's VOO Position: Q3 2026 in Review

IAG Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.74% in Q3 2026, selling an estimated $10.5K and leaving 2,013 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #71.

IAG Wealth Partners first reported a position in VOO in Q4 2019 and has held it in 28 quarters since. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • IAG Wealth Partners held 2,013 shares of Vanguard S&P 500 ETF worth $1.41M as of Q3 2026.
  • IAG Wealth Partners sold 15 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $10.5K.
  • Vanguard S&P 500 ETF made up 0.13% of IAG Wealth Partners's portfolio in Q3 2026, its #71 holding.
  • IAG Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.