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

Independent Wealth Network’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
Q3 		$5.11M Buy
7,298
+161
+2% +$112K 1.29% 14
2026
Q2 		$4.9M Buy
7,137
+338
+5% +$225K 1.25% 12
2026
Q1 		$4.06M Buy
6,799
+223
+3% +$139K 1.21% 15
2025
Q4 		$4.12M Sell
6,576
-31
-0.5% -$19.3K 1.26% 17
2025
Q3 		$4.05M Buy
6,607
+782
+13% +$461K 1.3% 16
2025
Q2 		$3.31M Sell
5,825
-246
-4% -$129K 1.2% 18
2025
Q1 		$3.12M Sell
6,071
-685
-10% -$370K 1.24% 15
2024
Q4 		$3.64M Buy
6,756
+1,336
+25% +$724K 1.48% 13
2024
Q3 		$2.86M Sell
5,420
-147
-3% -$74.7K 1.26% 15
2024
Q2 		$2.78M Buy
5,567
+213
+4% +$102K 1.3% 17
2024
Q1 		$2.57M Buy
5,354
+100
+2% +$45.8K 1.21% 17
2023
Q4 		$2.29M Buy
5,254
+1,161
+28% +$475K 1.21% 17
2023
Q3 		$1.61M Buy
4,093
+2,326
+132% +$951K 0.99% 20
2023
Q2 		$720K Buy
1,767
+87
+5% +$33.6K 0.43% 62
2023
Q1 		$632K Buy
1,680
+318
+23% +$117K 0.4% 57
2022
Q4 		$478K Sell
1,362
-625
-31% -$221K 0.33% 70
2022
Q3 		$652K Sell
1,987
-2,204
-53% -$805K 0.51% 46
2022
Q2 		$1.45M Sell
4,191
-632
-13% -$238K 1.05% 20
2022
Q1 		$2M Buy
4,823
+663
+16% +$271K 1.27% 17
2021
Q4 		$1.82M Buy
4,160
+222
+6% +$93.7K 1.12% 20
2021
Q3 		$1.68M Buy
+3,938
New +$1.6M 1.1% 20

Other funds holding VOO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Independent Wealth Network's VOO Position: Q3 2026 in Review

Independent Wealth Network increased its Vanguard S&P 500 ETF (VOO) stake by 2.3% in Q3 2026, buying an estimated $112K and bringing the position to 7,298 shares worth $5.11M. The position accounts for 1.29% of the portfolio, ranked #14.

Independent Wealth Network first reported a position in VOO in Q3 2021 and has held it in 21 quarters since. 3,327 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Independent Wealth Network held 7,298 shares of Vanguard S&P 500 ETF worth $5.11M as of Q3 2026.
  • Independent Wealth Network bought 161 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $112K.
  • Vanguard S&P 500 ETF made up 1.29% of Independent Wealth Network's portfolio in Q3 2026, its #14 holding.
  • Independent Wealth Network first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 21 quarters since.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.