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 Q2	$2.45M	Sell	3,561 -42	-1%	-$28K	0.19%	83
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

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

IBEX Wealth Advisors's VOO Position: Q2 2026 in Review

IBEX Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q2 2026, selling an estimated $28K and leaving 3,561 shares worth $2.45M. The position accounts for 0.19% of the portfolio, ranked #83.

IBEX Wealth Advisors first reported a position in VOO in Q3 2021 and has held it in 7 quarters since. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

IBEX Wealth Advisors held 3,561 shares of Vanguard S&P 500 ETF worth $2.45M as of Q2 2026.
IBEX Wealth Advisors sold 42 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $28K.
Vanguard S&P 500 ETF made up 0.19% of IBEX Wealth Advisors's portfolio in Q2 2026, its #83 holding.
IBEX Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 7 quarters since.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.