Independent Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Independent Financial Group’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	$29.9M	Buy	43,560 +3,243	+8%	+$2.16M	0.56%	27
2026 Q1	$24.1M	Buy	40,317 +4,279	+12%	+$2.68M	0.54%	27
2025 Q4	$22.6M	Buy	36,038 +5,908	+20%	+$3.67M	0.5%	29
2025 Q3	$18.5M	Buy	30,130 +2,715	+10%	+$1.6M	0.44%	31
2025 Q2	$15.6M	Buy	27,415 +2,431	+10%	+$1.28M	0.43%	33
2025 Q1	$12.8M	Buy	24,984 +249	+1%	+$135K	0.44%	36
2024 Q4	$13.3M	Buy	24,735 +2,064	+9%	+$1.12M	0.44%	33
2024 Q3	$12M	Buy	22,671 +2,126	+10%	+$1.08M	0.44%	32
2024 Q2	$10.3M	Buy	20,545 +2,032	+11%	+$978K	0.41%	36
2024 Q1	$8.9M	Buy	18,513 +2,066	+13%	+$946K	0.41%	37
2023 Q4	$7.18M	Buy	16,447 +1,238	+8%	+$507K	0.38%	40
2023 Q3	$5.97M	Buy	15,209 +1,902	+14%	+$778K	0.39%	42
2023 Q2	$5.42M	Buy	13,307 +1,379	+12%	+$532K	0.37%	49
2023 Q1	$4.49M	Buy	11,928 +1,965	+20%	+$721K	0.36%	52
2022 Q4	$3.5M	Buy	9,963 +359	+4%	+$127K	0.3%	66
2022 Q3	$3.15M	Buy	9,604 +82	+0.9%	+$29.9K	0.29%	63
2022 Q2	$3.3M	Buy	9,522 +380	+4%	+$143K	0.35%	56
2022 Q1	$3.8M	Buy	9,142 +165	+2%	+$67.5K	0.31%	55
2021 Q4	$3.92M	Sell	8,977 -200	-2%	-$84.4K	0.32%	52
2021 Q3	$3.62M	Buy	9,177 +551	+6%	+$224K	0.37%	49
2021 Q2	$3.39M	Buy	8,626 +252	+3%	+$96.7K	0.36%	53
2021 Q1	$3.05M	Buy	8,374 +110	+1%	+$39K	0.39%	51
2020 Q4	$2.84M	Buy	8,264 +1,161	+16%	+$378K	0.42%	43
2020 Q3	$2.19M	Buy	7,103 +678	+11%	+$207K	0.41%	48
2020 Q2	$1.82M	Buy	6,425 +2,412	+60%	+$649K	0.4%	52
2020 Q1	$950K	Buy	+4,013	New	+$1.12M	0.28%	88

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Independent Financial Group's VOO Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 8% in Q2 2026, buying an estimated $2.16M and bringing the position to 43,560 shares worth $29.9M. The position accounts for 0.56% of the portfolio, ranked #27.

Independent Financial Group first reported a position in VOO in Q1 2020 and has held it in 26 quarters since. 3,857 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Independent Financial Group held 43,560 shares of Vanguard S&P 500 ETF worth $29.9M as of Q2 2026.
Independent Financial Group bought 3,243 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.16M.
Vanguard S&P 500 ETF made up 0.56% of Independent Financial Group's portfolio in Q2 2026, its #27 holding.
Independent Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.