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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
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

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 Wealth Network's VOO Position: Q2 2026 in Review

Independent Wealth Network increased its Vanguard S&P 500 ETF (VOO) stake by 5% in Q2 2026, buying an estimated $225K and bringing the position to 7,137 shares worth $4.9M. The position accounts for 1.25% of the portfolio, ranked #12.

Independent Wealth Network first reported a position in VOO in Q3 2021 and has held it in 20 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Independent Wealth Network held 7,137 shares of Vanguard S&P 500 ETF worth $4.9M as of Q2 2026.
  • Independent Wealth Network bought 338 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $225K.
  • Vanguard S&P 500 ETF made up 1.25% of Independent Wealth Network's portfolio in Q2 2026, its #12 holding.
  • Independent Wealth Network first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 20 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.