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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

IMA Advisory Services's VOO Position: Q1 2026 in Review

IMA Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q1 2026, selling an estimated $162K and leaving 5,427 shares worth $3.24M. The position accounts for 0.32% of the portfolio, ranked #67.

IMA Advisory Services first reported a position in VOO in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.64M in Q4 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

IMA Advisory Services held 5,427 shares of Vanguard S&P 500 ETF worth $3.24M as of Q1 2026.
IMA Advisory Services sold 259 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $162K.
Vanguard S&P 500 ETF made up 0.32% of IMA Advisory Services's portfolio in Q1 2026, its #67 holding.
IMA Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 11 quarters since.
IMA Advisory Services's Vanguard S&P 500 ETF position peaked at $3.64M in Q4 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.