Innovative Wealth Building
VOO icon

Innovative Wealth Building’s Vanguard S&P 500 ETF VOO Stock Holding History

Innovative Wealth Building’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 		$63M Buy
89,955
+539
+0.6% +$376K 34.89% 1
2026
Q2 		$61.4M Buy
89,416
+2,677
+3% +$1.78M 35.68% 1
2026
Q1 		$51.8M Buy
86,739
+5,646
+7% +$3.53M 36.46% 1
2025
Q4 		$50.9M Buy
81,093
+7,998
+11% +$4.97M 37.07% 1
2025
Q3 		$44.8M Buy
73,095
+1,805
+3% +$1.06M 34.89% 1
2025
Q2 		$40.5M Buy
71,290
+3,901
+6% +$2.05M 33.57% 1
2025
Q1 		$34.6M Buy
67,389
+4,148
+7% +$2.24M 31.91% 1
2024
Q4 		$34.1M Buy
+63,241
New +$34.3M 30.82% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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 $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 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
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Innovative Wealth Building's VOO Position: Q3 2026 in Review

Innovative Wealth Building increased its Vanguard S&P 500 ETF (VOO) stake by 0.6% in Q3 2026, buying an estimated $376K and bringing the position to 89,955 shares worth $63M. The position accounts for 34.89% of the portfolio, ranked #1.

Innovative Wealth Building first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Innovative Wealth Building held 89,955 shares of Vanguard S&P 500 ETF worth $63M as of Q3 2026.
  • Innovative Wealth Building bought 539 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $376K.
  • Vanguard S&P 500 ETF made up 34.89% of Innovative Wealth Building's portfolio in Q3 2026, its #1 holding.
  • Innovative Wealth Building first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.