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

IFS 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	$89.3K	Sell	130 -2	-2%	-$1.33K	0.04%	45
2026 Q1	$78.9K	Hold	132	–	–	0.04%	44
2025 Q4	$82.8K	Sell	132 -123	-48%	-$76.4K	0.04%	33
2025 Q3	$156K	Sell	255 -10	-4%	-$5.89K	0.09%	28
2025 Q2	$151K	Sell	265 -24	-8%	-$12.6K	0.11%	22
2025 Q1	$149K	Sell	289 -23	-7%	-$12.4K	0.12%	19
2024 Q4	$168K	Sell	312 -8	-3%	-$4.33K	0.13%	18
2024 Q3	$169K	Sell	320 -10	-3%	-$5.08K	0.13%	17
2024 Q2	$165K	Buy	330 +2	+0.6%	+$962	0.14%	17
2024 Q1	$158K	Buy	328 +134	+69%	+$61.3K	0.14%	17
2023 Q4	$84.7K	Buy	194 +18	+10%	+$7.37K	0.1%	19
2023 Q3	$69.1K	Sell	176 -35	-17%	-$14.3K	0.13%	19
2023 Q2	$85.9K	Buy	211 +35	+20%	+$13.5K	0.21%	15
2023 Q1	$66.2K	Hold	176	–	–	0.27%	16
2022 Q4	$61.8K	Hold	176	–	–	0.11%	21
2022 Q3	$57K	Hold	176	–	–	0.1%	20
2022 Q2	$61K	Hold	176	–	–	0.16%	20
2022 Q1	$73K	Sell	176 -153	-47%	-$62.6K	0.07%	19
2021 Q4	$143K	Sell	329 -236	-42%	-$99.6K	0.1%	28
2021 Q3	$222K	Sell	565 -146	-21%	-$59.2K	0.14%	26
2021 Q2	$279K	Sell	711 -18,914	-96%	-$7.26M	0.19%	25
2021 Q1	$7.15M	Sell	19,625 -38,257	-66%	-$13.6M	5.59%	7
2020 Q4	$19.9M	Buy	+57,882	New	+$18.9M	15.23%	2

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

IFS Advisors's VOO Position: Q2 2026 in Review

IFS Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, selling an estimated $1.33K and leaving 130 shares worth $89.3K. The position accounts for 0.04% of the portfolio, ranked #45.

IFS Advisors first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $19.9M in Q4 2020. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

IFS Advisors held 130 shares of Vanguard S&P 500 ETF worth $89.3K as of Q2 2026.
IFS Advisors sold 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.04% of IFS Advisors's portfolio in Q2 2026, its #45 holding.
IFS Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
IFS Advisors's Vanguard S&P 500 ETF position peaked at $19.9M in Q4 2020.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.