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Independent Advisor Alliance’s Vanguard S&P 500 ETF VOO Stock Holding History

Independent Advisor Alliance’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 		$1.71M Sell
2,489
-97,002
-97% -$64.7M 0.04% 313
2026
Q1 		$59.5M Buy
99,491
+97,478
+4,842% +$61M 0.64% 31
2025
Q4 		$1.26M Buy
2,013
+57
+3% +$35.4K 0.03% 412
2025
Q3 		$1.2M Buy
1,956
+39
+2% +$23K 0.03% 408
2025
Q2 		$1.09M Buy
+1,917
New +$1.01M 0.03% 394
2025
Q1 		– Sell
-93,189
Closed -$50.2M – 1356
2024
Q4 		$50.2M Buy
+93,189
New +$50.5M 0.67% 22
2024
Q3 		– Sell
-56,535
Closed -$28.3M – 762
2024
Q2 		$28.3M Sell
56,535
-845
-1% -$407K 0.97% 21
2024
Q1 		$27.6M Sell
57,380
-60,774
-51% -$27.8M 1% 17
2023
Q4 		$49M Buy
118,154
+58,330
+98% +$23.9M 1.76% 9
2023
Q3 		$23.5M Buy
59,824
+6,005
+11% +$2.46M 1.06% 20
2023
Q2 		$21.9M Buy
53,819
+4,596
+9% +$1.77M 0.97% 21
2023
Q1 		$18.5M Buy
49,223
+3,690
+8% +$1.35M 0.89% 24
2022
Q4 		$16M Buy
45,533
+15,983
+54% +$5.65M 5.5% 4
2022
Q3 		$9.7M Buy
29,550
+3,963
+15% +$1.45M 0.57% 43
2022
Q2 		$8.88M Buy
+25,587
New +$9.64M 0.5% 50
2020
Q1 		– Sell
-32,699
Closed -$9.67M – 857
2019
Q4 		$9.67M Buy
+32,699
New +$9.25M 0.42% 52
2017
Q2 		– Sell
-13,990
Closed -$3.02M – 410
2017
Q1 		$3.02M Buy
+13,990
New +$2.99M 0.48% 60

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Independent Advisor Alliance's VOO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Vanguard S&P 500 ETF (VOO) stake by 97% in Q2 2026, selling an estimated $64.7M and leaving 2,489 shares worth $1.71M. The position accounts for 0.04% of the portfolio, ranked #313.

Independent Advisor Alliance first reported a position in VOO in Q1 2017 and has held it in 17 quarters since. The position peaked at $59.5M in Q1 2026. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Independent Advisor Alliance held 2,489 shares of Vanguard S&P 500 ETF worth $1.71M as of Q2 2026.
  • Independent Advisor Alliance sold 97,002 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $64.7M.
  • Vanguard S&P 500 ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #313 holding.
  • Independent Advisor Alliance first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Vanguard S&P 500 ETF position peaked at $59.5M in Q1 2026.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.