IWA
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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Icon Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q1 2026, selling an estimated $69.4K and leaving 1,707 shares worth $1.12M. The position accounts for 0.07% of the portfolio, ranked #157.

Icon Wealth Advisors first reported a position in VOO in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Icon Wealth Advisors held 1,707 shares of Vanguard S&P 500 ETF worth $1.12M as of Q1 2026.
  • Icon Wealth Advisors sold 111 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $69.4K.
  • Vanguard S&P 500 ETF made up 0.07% of Icon Wealth Advisors's portfolio in Q1 2026, its #157 holding.
  • Icon Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 5 quarters since.
  • Icon Wealth Advisors's Vanguard S&P 500 ETF position peaked at $1.14M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.