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
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 $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Icon Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 1,748 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #165.

Icon Wealth Advisors first reported a position in VOO in Q3 2024 and has held it in 6 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Icon Wealth Advisors held 1,748 shares of Vanguard S&P 500 ETF worth $1.2M as of Q2 2026.
  • Icon Wealth Advisors bought 41 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $27.3K.
  • Vanguard S&P 500 ETF made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Icon Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 6 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.