IEQ Capital
VOO icon

IEQ Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

IEQ Capital’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 		$426M Buy
608,031
+55,899
+10% +$39M 1.81% 9
2026
Q2 		$379M Buy
552,132
+27,940
+5% +$18.6M 1.75% 11
2026
Q1 		$313M Buy
524,192
+35,251
+7% +$22M 1.45% 11
2025
Q4 		$307M Buy
488,941
+28,660
+6% +$17.8M 0.92% 12
2025
Q3 		$282M Buy
460,281
+37,181
+9% +$21.9M 0.86% 14
2025
Q2 		$236M Buy
423,100
+59,354
+16% +$31.2M 1.45% 11
2025
Q1 		$187M Buy
363,746
+39,621
+12% +$21.4M 1.49% 13
2024
Q4 		$175M Buy
324,125
+13,575
+4% +$7.35M 1.69% 14
2024
Q3 		$164M Buy
310,550
+14,080
+5% +$7.16M 2.01% 10
2024
Q2 		$148M Buy
296,470
+11,015
+4% +$5.3M 2% 12
2024
Q1 		$137M Buy
285,455
+11,709
+4% +$5.36M 1.97% 13
2023
Q4 		$120M Buy
273,746
+20,310
+8% +$8.31M 1.99% 12
2023
Q3 		$100M Buy
253,436
+2,954
+1% +$1.21M 2.02% 11
2023
Q2 		$102M Sell
250,482
-19,677
-7% -$7.59M 2.06% 11
2023
Q1 		$102M Sell
270,159
-3,593
-1% -$1.32M 2.36% 9
2022
Q4 		$96.2M Sell
273,752
-11,843
-4% -$4.18M 2.69% 7
2022
Q3 		$93.8M Buy
285,595
+41,119
+17% +$15M 2.57% 9
2022
Q2 		$84.8M Sell
244,476
-19,992
-8% -$7.53M 2.57% 10
2022
Q1 		$110M Buy
264,468
+23,244
+10% +$9.5M 2.62% 11
2021
Q4 		$105M Buy
241,224
+31,505
+15% +$13.3M 2.44% 13
2021
Q3 		$82.7M Buy
209,719
+12,536
+6% +$5.09M 2.2% 14
2021
Q2 		$77.6M Buy
197,183
+18,412
+10% +$7.07M 2.28% 11
2021
Q1 		$65.1M Buy
178,771
+9,687
+6% +$3.44M 2.69% 9
2020
Q4 		$58.1M Buy
169,084
+10,314
+6% +$3.36M 2.58% 9
2020
Q3 		$48.8M Sell
158,770
-69,181
-30% -$21.1M 2.63% 8
2020
Q2 		$64.6M Buy
227,951
+20,707
+10% +$5.57M 4.19% 6
2020
Q1 		$49.1M Buy
207,244
+177,757
+603% +$49.8M 3.94% 7
2019
Q4 		$8.72M Buy
+29,487
New +$8.34M 0.76% 23

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

IEQ Capital's VOO Position: Q3 2026 in Review

IEQ Capital increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q3 2026, buying an estimated $39M and bringing the position to 608,031 shares worth $426M. The position accounts for 1.81% of the portfolio, ranked #9.

IEQ Capital first reported a position in VOO in Q4 2019 and has held it in 28 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • IEQ Capital held 608,031 shares of Vanguard S&P 500 ETF worth $426M as of Q3 2026.
  • IEQ Capital bought 55,899 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $39M.
  • Vanguard S&P 500 ETF made up 1.81% of IEQ Capital's portfolio in Q3 2026, its #9 holding.
  • IEQ Capital first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 28 quarters since.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.