IFO
VOO icon

Independent Family Office’s Vanguard S&P 500 ETF VOO Stock Holding History

Independent Family Office’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 		$19.1M Buy
27,796
+1,765
+7% +$1.18M 7.67% 4
2026
Q1 		$15.6M Buy
26,031
+1,960
+8% +$1.23M 6.4% 5
2025
Q4 		$15.1M Buy
24,071
+416
+2% +$259K 6.3% 5
2025
Q3 		$14.5M Buy
23,655
+5,138
+28% +$3.03M 6.13% 5
2025
Q2 		$10.8M Buy
18,517
+4,069
+28% +$2.14M 4.99% 6
2025
Q1 		$7.42M Sell
14,448
-92
-0.6% -$49.7K 3.91% 8
2024
Q4 		$7.83M Sell
14,540
-308
-2% -$167K 4.07% 7
2024
Q3 		$7.79M Buy
14,848
+1,406
+10% +$715K 3.91% 7
2024
Q2 		$6.72M Buy
13,442
+3,068
+30% +$1.48M 3.84% 7
2024
Q1 		$4.99M Buy
10,374
+447
+5% +$205K 2.68% 9
2023
Q4 		$4.34M Buy
9,927
+885
+10% +$362K 2.45% 10
2023
Q3 		$3.55M Buy
9,042
+197
+2% +$80.6K 2.22% 12
2023
Q2 		$3.6M Hold
8,845
– – 2.18% 12
2023
Q1 		$3.33M Buy
8,845
+1,886
+27% +$692K 1.92% 14
2022
Q4 		$2.44M Buy
6,959
+1,672
+32% +$591K 1.47% 16
2022
Q3 		$1.74M Buy
5,287
+589
+13% +$215K 0.86% 19
2022
Q2 		$1.63K Buy
4,698
+3,380
+256% +$1.27M 0.8% 18
2022
Q1 		$547K Buy
+1,318
New +$540K 0.18% 43

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 Family Office's VOO Position: Q2 2026 in Review

Independent Family Office increased its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q2 2026, buying an estimated $1.18M and bringing the position to 27,796 shares worth $19.1M. The position accounts for 7.67% of the portfolio, ranked #4.

Independent Family Office first reported a position in VOO in Q1 2022 and has held it in 18 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Independent Family Office held 27,796 shares of Vanguard S&P 500 ETF worth $19.1M as of Q2 2026.
  • Independent Family Office bought 1,765 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard S&P 500 ETF made up 7.67% of Independent Family Office's portfolio in Q2 2026, its #4 holding.
  • Independent Family Office first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.