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Independent Solutions Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Independent Solutions Wealth Management’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 		$315K Buy
458
+79
+21% +$52.7K 0.04% 164
2026
Q1 		$226K Buy
+379
New +$237K 0.03% 178

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 Solutions Wealth Management's VOO Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $52.7K and bringing the position to 458 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #164.

Independent Solutions Wealth Management first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Independent Solutions Wealth Management held 458 shares of Vanguard S&P 500 ETF worth $315K as of Q2 2026.
  • Independent Solutions Wealth Management bought 79 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $52.7K.
  • Vanguard S&P 500 ETF made up 0.04% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Independent Solutions Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.