IMA Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

IMA Advisory Services’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	$4.54M	Buy	6,616 +1,189	+22%	+$793K	0.28%	74
2026 Q1	$3.24M	Sell	5,427 -259	-5%	-$162K	0.32%	67
2025 Q4	$3.57M	Sell	5,686 -117	-2%	-$72.7K	0.34%	65
2025 Q3	$3.56M	Buy	5,803 +877	+18%	+$517K	0.36%	59
2025 Q2	$2.8M	Buy	4,926 +176	+4%	+$92.5K	0.3%	66
2025 Q1	$2.44M	Sell	4,750 -2,002	-30%	-$1.08M	0.29%	65
2024 Q4	$3.64M	Buy	6,752 +5,618	+495%	+$3.04M	0.44%	50
2024 Q3	$600K	Buy	+1,134	New	+$576K	0.13%	112
2023 Q4	–	Sell	-1,995	Closed	-$783K	–	259
2023 Q3	$783K	Hold	1,995	–	–	0.2%	103
2023 Q2	$813K	Sell	1,995 -145	-7%	-$55.9K	0.21%	102
2023 Q1	$805K	Hold	2,140	–	–	0.21%	96
2022 Q4	$752K	Buy	+2,140	New	+$756K	0.2%	97

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

IMA Advisory Services's VOO Position: Q2 2026 in Review

IMA Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q2 2026, buying an estimated $793K and bringing the position to 6,616 shares worth $4.54M. The position accounts for 0.28% of the portfolio, ranked #74.

IMA Advisory Services first reported a position in VOO in Q4 2022 and has held it in 12 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

IMA Advisory Services held 6,616 shares of Vanguard S&P 500 ETF worth $4.54M as of Q2 2026.
IMA Advisory Services bought 1,189 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $793K.
Vanguard S&P 500 ETF made up 0.28% of IMA Advisory Services's portfolio in Q2 2026, its #74 holding.
IMA Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 12 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.