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

IMG 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 Q3	$2.15M	Sell	3,065 -188	-6%	-$131K	1.11%	19
2026 Q2	$2.23M	Sell	3,253 -214	-6%	-$143K	1.24%	17
2026 Q1	$2.07M	Sell	3,467 -526	-13%	-$329K	1.32%	17
2025 Q4	$2.5M	Sell	3,993 -6,111	-60%	-$3.8M	1.59%	16
2025 Q3	$6.19M	Buy	10,104 +969	+11%	+$571K	4.19%	7
2025 Q2	$5.19M	Buy	9,135 +428	+5%	+$225K	4.02%	7
2025 Q1	$4.47M	Buy	8,707 +157	+2%	+$84.9K	4.02%	7
2024 Q4	$4.61M	Buy	+8,550	New	+$4.63M	4.26%	7

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

E-L Financial Corp Toronto, Ontario, Canada $1.24B AUM 14.45% 1-Year Est. Return

IMG Wealth Management's VOO Position: Q3 2026 in Review

IMG Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 5.8% in Q3 2026, selling an estimated $131K and leaving 3,065 shares worth $2.15M. The position accounts for 1.11% of the portfolio, ranked #19.

IMG Wealth Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.19M in Q3 2025. 2,643 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

IMG Wealth Management held 3,065 shares of Vanguard S&P 500 ETF worth $2.15M as of Q3 2026.
IMG Wealth Management sold 188 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $131K.
Vanguard S&P 500 ETF made up 1.11% of IMG Wealth Management's portfolio in Q3 2026, its #19 holding.
IMG Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
IMG Wealth Management's Vanguard S&P 500 ETF position peaked at $6.19M in Q3 2025.
2,643 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.