Icon Wealth Advisors
VOO icon

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

Icon 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
Q3 		$978K Sell
1,395
-353
-20% -$247K 0.06% 181
2026
Q2 		$1.2M Buy
1,748
+41
+2% +$27.3K 0.07% 165
2026
Q1 		$1.12M Sell
1,707
-111
-6% -$69.4K 0.07% 157
2025
Q4 		$1.14M Buy
1,818
+112
+7% +$69.6K 0.08% 162
2025
Q3 		$1.04M Buy
1,706
+1
+0.1% +$589 0.07% 177
2025
Q2 		$968K Buy
+1,705
New +$896K 0.07% 173
2024
Q4 		– Sell
-273
Closed -$144K – 526
2024
Q3 		$144K Buy
+273
New +$139K 0.01% 413

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Icon Wealth Advisors's VOO Position: Q3 2026 in Review

Icon Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 20% in Q3 2026, selling an estimated $247K and leaving 1,395 shares worth $978K. The position accounts for 0.06% of the portfolio, ranked #181.

Icon Wealth Advisors first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q2 2026. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Icon Wealth Advisors held 1,395 shares of Vanguard S&P 500 ETF worth $978K as of Q3 2026.
  • Icon Wealth Advisors sold 353 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $247K.
  • Vanguard S&P 500 ETF made up 0.06% of Icon Wealth Advisors's portfolio in Q3 2026, its #181 holding.
  • Icon Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Icon Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.2M in Q2 2026.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.