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Independence Bank of Kentucky’s Vanguard S&P 500 ETF VOO Stock Holding History

Independence Bank of Kentucky’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 		$13.2M Buy
19,262
+390
+2% +$260K 1.49% 13
2026
Q1 		$11.3M Buy
18,872
+2,038
+12% +$1.27M 1.43% 13
2025
Q4 		$10.6M Buy
16,834
+1,484
+10% +$922K 1.31% 13
2025
Q3 		$9.4M Buy
15,350
+600
+4% +$354K 1.21% 13
2025
Q2 		$8.38M Buy
14,750
+344
+2% +$181K 1.19% 12
2025
Q1 		$7.4M Buy
14,406
+124
+0.9% +$67K 1.16% 13
2024
Q4 		$7.7M Buy
14,282
+2,196
+18% +$1.19M 1.18% 13
2024
Q3 		$6.38M Buy
12,086
+2,881
+31% +$1.46M 1.37% 13
2024
Q2 		$4.6M Buy
9,205
+1,522
+20% +$732K 1.22% 17
2024
Q1 		$3.69M Sell
7,683
-5,368
-41% -$2.46M 1.11% 18
2023
Q4 		$5.7M Sell
13,051
-145
-1% -$59.4K 2% 8
2023
Q3 		$5.18M Sell
13,196
-4,724
-26% -$1.93M 2.19% 6
2023
Q2 		$7.3M Hold
17,920
– – 2.96% 3
2023
Q1 		$6.74M Sell
17,920
-502
-3% -$184K 2.93% 3
2022
Q4 		$6.47M Buy
18,422
+1,184
+7% +$418K 2.9% 3
2022
Q3 		$5.66M Sell
17,238
-87
-0.5% -$31.8K 2.79% 3
2022
Q2 		$6.01M Buy
17,325
+7,519
+77% +$2.83M 2.69% 3
2022
Q1 		$4.07M Buy
9,806
+3,941
+67% +$1.61M 1.61% 9
2021
Q4 		$2.56M Buy
5,865
+326
+6% +$138K 1.05% 28
2021
Q3 		$2.19M Buy
5,539
+775
+16% +$314K 0.95% 31
2021
Q2 		$1.88M Sell
4,764
-7
-0.1% -$2.69K 0.83% 39
2021
Q1 		$1.74M Buy
4,771
+503
+12% +$178K 0.84% 37
2020
Q4 		$1.47M Buy
4,268
+479
+13% +$156K 0.76% 41
2020
Q3 		$1.17M Hold
3,789
– – 0.66% 51
2020
Q2 		$1.07M Buy
3,789
+180
+5% +$48.4K 0.7% 50
2020
Q1 		$855K Buy
3,609
+1,702
+89% +$477K 0.67% 50
2019
Q4 		$564K Buy
1,907
+479
+34% +$135K 0.36% 71
2019
Q3 		$389K Buy
1,428
+488
+52% +$132K 0.28% 83
2019
Q2 		$253K Buy
940
+250
+36% +$66.1K 0.2% 103
2019
Q1 		$179K Hold
690
– – 0.15% 114
2018
Q4 		$159K Buy
+690
New +$171K 0.14% 112

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Independence Bank of Kentucky's VOO Position: Q2 2026 in Review

Independence Bank of Kentucky increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $260K and bringing the position to 19,262 shares worth $13.2M. The position accounts for 1.49% of the portfolio, ranked #13.

Independence Bank of Kentucky first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 2,438 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Independence Bank of Kentucky held 19,262 shares of Vanguard S&P 500 ETF worth $13.2M as of Q2 2026.
  • Independence Bank of Kentucky bought 390 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $260K.
  • Vanguard S&P 500 ETF made up 1.49% of Independence Bank of Kentucky's portfolio in Q2 2026, its #13 holding.
  • Independence Bank of Kentucky first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,438 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.