Independence Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Independence Financial Advisors’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	$1.83M	Buy	2,663 +8	+0.3%	+$5.33K	0.47%	26
2026 Q1	$1.59M	Buy	2,655 +8	+0.3%	+$5K	0.48%	25
2025 Q4	$1.66M	Buy	2,647 +15	+0.6%	+$9.32K	0.46%	26
2025 Q3	$1.61M	Buy	2,632 +8	+0.3%	+$4.72K	0.49%	27
2025 Q2	$1.49M	Hold	2,624	–	–	0.58%	25
2025 Q1	$1.35M	Buy	+2,624	New	+$1.42M	0.51%	21

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

Independence Financial Advisors's VOO Position: Q2 2026 in Review

Independence Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.3% in Q2 2026, buying an estimated $5.33K and bringing the position to 2,663 shares worth $1.83M. The position accounts for 0.47% of the portfolio, ranked #26.

Independence Financial Advisors first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Independence Financial Advisors held 2,663 shares of Vanguard S&P 500 ETF worth $1.83M as of Q2 2026.
Independence Financial Advisors bought 8 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.33K.
Vanguard S&P 500 ETF made up 0.47% of Independence Financial Advisors's portfolio in Q2 2026, its #26 holding.
Independence Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Independence Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.