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Innovative Asset Advisors Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Innovative Asset Advisors 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 		$2.4M Buy
3,494
+312
+10% +$208K 1.05% 17
2026
Q1 		$1.9M Buy
+3,182
New +$1.99M 1.1% 14

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Innovative Asset Advisors Group's VOO Position: Q2 2026 in Review

Innovative Asset Advisors Group increased its Vanguard S&P 500 ETF (VOO) stake by 9.8% in Q2 2026, buying an estimated $208K and bringing the position to 3,494 shares worth $2.4M. The position accounts for 1.05% of the portfolio, ranked #17.

Innovative Asset Advisors Group first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. 3,857 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Innovative Asset Advisors Group held 3,494 shares of Vanguard S&P 500 ETF worth $2.4M as of Q2 2026.
  • Innovative Asset Advisors Group bought 312 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $208K.
  • Vanguard S&P 500 ETF made up 1.05% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #17 holding.
  • Innovative Asset Advisors Group first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.