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

IFP 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 		$44.2M Buy
64,339
+6,934
+12% +$4.62M 0.8% 13
2026
Q1 		$34.3M Buy
57,405
+3,003
+6% +$1.88M 0.71% 17
2025
Q4 		$34.1M Buy
54,402
+884
+2% +$549K 0.77% 18
2025
Q3 		$32.8M Buy
53,518
+11,629
+28% +$6.85M 0.85% 15
2025
Q2 		$23.8M Sell
41,889
-936
-2% -$492K 0.68% 20
2025
Q1 		$22M Sell
42,825
-3,138
-7% -$1.7M 0.68% 19
2024
Q4 		$24.8M Buy
45,963
+3,514
+8% +$1.9M 0.81% 17
2024
Q3 		$22.4M Buy
42,449
+927
+2% +$471K 0.81% 15
2024
Q2 		$20.8M Buy
41,522
+9,871
+31% +$4.75M 0.82% 17
2024
Q1 		$15.2M Buy
31,651
+4,325
+16% +$1.98M 0.67% 26
2023
Q4 		$11.9M Sell
27,326
-7,269
-21% -$2.98M 0.56% 30
2023
Q3 		$13.6M Buy
34,595
+2,320
+7% +$949K 0.61% 33
2023
Q2 		$13.1M Buy
32,275
+142
+0.4% +$54.8K 0.55% 35
2023
Q1 		$5.79M Sell
32,133
-29,863
-48% -$11M 0.25% 80
2022
Q4 		$11.3M Buy
61,996
+6,184
+11% +$2.18M 0.3% 61
2022
Q3 		$10.1M Buy
55,812
+16,009
+40% +$5.85M 0.26% 78
2022
Q2 		$7.19M Hold
39,803
– – 0.23% 95
2022
Q1 		$7.19M Buy
39,803
+604
+2% +$247K 0.23% 95
2021
Q4 		$17.1M Sell
39,199
-15,910
-29% -$6.72M 0.33% 31
2021
Q3 		$21.7M Buy
55,109
+5,368
+11% +$2.18M 0.43% 24
2021
Q2 		$19.6M Buy
49,741
+2,399
+5% +$921K 0.41% 25
2021
Q1 		$17.2M Buy
47,342
+11,094
+31% +$3.93M 0.34% 25
2020
Q4 		$12.4M Buy
36,248
+20,278
+127% +$6.61M 0.5% 27
2020
Q3 		$4.92M Buy
15,970
+2,908
+22% +$886K 0.29% 68
2020
Q2 		$3.66M Buy
13,062
+2,324
+22% +$626K 0.29% 73
2020
Q1 		$2.58M Buy
10,738
+3,219
+43% +$902K 0.26% 86
2019
Q4 		$2.23M Sell
7,519
-3,262
-30% -$923K 0.17% 141
2019
Q3 		$2.93M Buy
+10,781
New +$2.93M 0.2% 116
2019
Q1 		$2.7M Sell
10,410
-18,525
-64% -$4.63M 0.37% 56
2018
Q4 		$6.59M Buy
28,935
+8,069
+39% +$2M 0.4% 52
2018
Q3 		$5.57M Sell
20,866
-15,471
-43% -$4.05M 0.23% 95
2018
Q2 		$9.07M Sell
36,337
-6,798
-16% -$1.69M 0.38% 52
2018
Q1 		$10.6M Hold
43,135
– – 0.48% 36
2017
Q4 		$10.6M Sell
43,135
-12,780
-23% -$3.05M 0.48% 36
2017
Q3 		$12.9M Sell
55,915
-1,132
-2% -$256K 0.51% 32
2017
Q2 		$12.7M Sell
57,047
-1,154
-2% -$254K 0.54% 27
2017
Q1 		$12.6M Buy
58,201
+16,123
+38% +$3.44M 0.55% 24
2016
Q4 		$8.64M Buy
42,078
+21,976
+109% +$4.41M 0.42% 46
2016
Q3 		$3.99M Buy
20,102
+2,855
+17% +$566K 0.21% 99
2016
Q2 		$3.31M Buy
17,247
+6,837
+66% +$1.3M 0.19% 110
2016
Q1 		$2.7M Sell
10,410
-3,736
-26% -$669K 0.37% 56
2015
Q4 		$2.64M Buy
+14,146
New +$2.66M 0.18% 116

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors's VOO Position: Q2 2026 in Review

IFP Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q2 2026, buying an estimated $4.62M and bringing the position to 64,339 shares worth $44.2M. The position accounts for 0.8% of the portfolio, ranked #13.

IFP Advisors first reported a position in VOO in Q4 2015 and has held it in 42 quarters since. 1,164 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • IFP Advisors held 64,339 shares of Vanguard S&P 500 ETF worth $44.2M as of Q2 2026.
  • IFP Advisors bought 6,934 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.62M.
  • Vanguard S&P 500 ETF made up 0.8% of IFP Advisors's portfolio in Q2 2026, its #13 holding.
  • IFP Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 42 quarters since.
  • 1,164 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.