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IHT Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

IHT Wealth Management’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 		$17.5M Sell
29,361
-2,528
-8% -$1.58M 0.41% 50
2025
Q4 		$20M Buy
31,889
+7,196
+29% +$4.47M 0.49% 37
2025
Q3 		$15.1M Buy
24,693
+281
+1% +$166K 0.38% 58
2025
Q2 		$13.9M Sell
24,412
-597
-2% -$314K 0.38% 57
2025
Q1 		$12.9M Sell
25,009
-813
-3% -$439K 0.4% 56
2024
Q4 		$13.9M Sell
25,822
-5,810
-18% -$3.15M 0.45% 47
2024
Q3 		$16.7M Buy
31,632
+6,254
+25% +$3.18M 0.47% 39
2024
Q2 		$12.7M Buy
25,378
+2,451
+11% +$1.18M 0.47% 36
2024
Q1 		$11M Buy
22,927
+531
+2% +$243K 0.44% 39
2023
Q4 		$9.78M Sell
22,396
-1,019
-4% -$417K 0.44% 38
2023
Q3 		$9.2M Buy
23,415
+2,033
+10% +$831K 0.47% 36
2023
Q2 		$8.71M Sell
21,382
-1,796
-8% -$693K 0.45% 40
2023
Q1 		$8.72M Buy
23,178
+671
+3% +$246K 0.5% 36
2022
Q4 		$7.91M Sell
22,507
-308
-1% -$109K 0.5% 41
2022
Q3 		$7.49M Buy
22,815
+8,462
+59% +$3.09M 0.57% 30
2022
Q2 		$4.98M Buy
14,353
+124
+0.9% +$46.7K 0.44% 38
2022
Q1 		$5.91M Sell
14,229
-877
-6% -$359K 0.45% 39
2021
Q4 		$6.59M Sell
15,106
-1,341
-8% -$566K 0.49% 35
2021
Q3 		$6.49M Sell
16,447
-1,134
-6% -$460K 0.53% 34
2021
Q2 		$6.92M Buy
17,581
+351
+2% +$135K 0.44% 44
2021
Q1 		$6.28M Sell
17,230
-1,595
-8% -$566K 0.45% 42
2020
Q4 		$6.47M Buy
18,825
+11,295
+150% +$3.68M 0.54% 31
2020
Q3 		$2.32M Buy
7,530
+2,473
+49% +$753K 0.23% 99
2020
Q2 		$1.43M Sell
5,057
-6,956
-58% -$1.87M 0.2% 117
2020
Q1 		$2.85M Buy
12,013
+5,042
+72% +$1.41M 0.41% 55
2019
Q4 		$2.06M Buy
6,971
+1,921
+38% +$543K 0.24% 96
2019
Q3 		$1.38M Buy
5,050
+546
+12% +$148K 0.19% 128
2019
Q2 		$1.21M Buy
4,504
+888
+25% +$235K 0.18% 131
2019
Q1 		$939K Buy
3,616
+3
+0.1% +$749 0.16% 158
2018
Q4 		$830K Buy
3,613
+550
+18% +$136K 0.16% 154
2018
Q3 		$818K Buy
3,063
+23
+0.8% +$6.02K 0.18% 146
2018
Q2 		$759K Sell
3,040
-244
-7% -$60.6K 0.19% 140
2018
Q1 		$777K Buy
3,284
+196
+6% +$49.2K 0.21% 130
2017
Q4 		$777K Buy
3,088
+2,878
+1,370% +$688K 0.21% 128
2017
Q3 		$49K Buy
210
+60
+40% +$13.6K 0.02% 529
2017
Q2 		$20 Hold
150
– – 0.01% 784
2017
Q1 		$32K Hold
150
– – 0.02% 534
2016
Q4 		$31K Buy
+150
New +$30.1K 0.02% 510

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

IHT Wealth Management's VOO Position: Q1 2026 in Review

IHT Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q1 2026, selling an estimated $1.58M and leaving 29,361 shares worth $17.5M. The position accounts for 0.41% of the portfolio, ranked #50.

IHT Wealth Management first reported a position in VOO in Q4 2016 and has held it in 38 quarters since. The position peaked at $20M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • IHT Wealth Management held 29,361 shares of Vanguard S&P 500 ETF worth $17.5M as of Q1 2026.
  • IHT Wealth Management sold 2,528 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.58M.
  • Vanguard S&P 500 ETF made up 0.41% of IHT Wealth Management's portfolio in Q1 2026, its #50 holding.
  • IHT Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Vanguard S&P 500 ETF position peaked at $20M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.