IBEX Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

IBEX Wealth Advisors’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	$2.15M	Buy	3,603 +4	+0.1%	+$2.5K	0.2%	78
2025 Q4	$2.26M	Buy	3,599 +1,086	+43%	+$675K	0.22%	84
2025 Q3	$1.54M	Sell	2,513 -60	-2%	-$35.4K	0.15%	97
2025 Q2	$1.46M	Buy	+2,573	New	+$1.35M	0.16%	91
2025 Q1	–	Sell	-495	Closed	-$267K	–	212
2024 Q4	$267K	Buy	+495	New	+$268K	0.03%	188
2021 Q4	–	Sell	-196	Closed	-$77K	–	420
2021 Q3	$77K	Buy	+196	New	+$79.5K	0.01%	241

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

IBEX Wealth Advisors's VOO Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.11% in Q1 2026, buying an estimated $2.5K and bringing the position to 3,603 shares worth $2.15M. The position accounts for 0.2% of the portfolio, ranked #78.

IBEX Wealth Advisors first reported a position in VOO in Q3 2021 and has held it in 6 quarters since. The position peaked at $2.26M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

IBEX Wealth Advisors held 3,603 shares of Vanguard S&P 500 ETF worth $2.15M as of Q1 2026.
IBEX Wealth Advisors bought 4 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.5K.
Vanguard S&P 500 ETF made up 0.2% of IBEX Wealth Advisors's portfolio in Q1 2026, its #78 holding.
IBEX Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 6 quarters since.
IBEX Wealth Advisors's Vanguard S&P 500 ETF position peaked at $2.26M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.