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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
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 $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 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Innovative Wealth Building's VOO Position: Q2 2026 in Review

Innovative Wealth Building increased its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q2 2026, buying an estimated $1.78M and bringing the position to 89,416 shares worth $61.4M. The position accounts for 35.68% of the portfolio, ranked #1.

Innovative Wealth Building first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 4,016 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Innovative Wealth Building held 89,416 shares of Vanguard S&P 500 ETF worth $61.4M as of Q2 2026.
  • Innovative Wealth Building bought 2,677 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.78M.
  • Vanguard S&P 500 ETF made up 35.68% of Innovative Wealth Building's portfolio in Q2 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 7 quarters since.
  • 4,016 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.