IAM Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

IAM Advisory’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	$229K	Buy	+333	New	+$222K	0.04%	99
2026 Q1	–	Sell	-331	Closed	-$208K	–	112
2025 Q4	$208K	Buy	+331	New	+$206K	0.05%	100
2021 Q3	–	Sell	-65,646	Closed	-$25.8M	–	107
2021 Q2	$25.8M	Buy	+65,646	New	+$25.2M	3.4%	10

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

IAM Advisory's VOO Position: Q2 2026 in Review

IAM Advisory opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 333 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings. This is a return to the name: IAM Advisory previously reported a position in VOO as recently as Q4 2025.

IAM Advisory first reported a position in VOO in Q2 2021 and has held it in 3 quarters since. The position peaked at $25.8M in Q2 2021. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

IAM Advisory held 333 shares of Vanguard S&P 500 ETF worth $229K as of Q2 2026.
Vanguard S&P 500 ETF was a new IAM Advisory position in Q2 2026.
Vanguard S&P 500 ETF made up 0.04% of IAM Advisory's portfolio in Q2 2026, its #99 holding.
IAM Advisory first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 3 quarters since.
IAM Advisory's Vanguard S&P 500 ETF position peaked at $25.8M in Q2 2021.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.