IFWM
VOO icon

Institute for Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Institute for Wealth Management’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
Q1 		$658K Sell
1,102
-265
-19% -$166K 0.07% 262
2025
Q4 		$857K Buy
1,367
+144
+12% +$89.5K 0.09% 218
2025
Q3 		$749K Buy
1,223
+15
+1% +$8.84K 0.08% 249
2025
Q2 		$686K Sell
1,208
-295
-20% -$155K 0.08% 253
2025
Q1 		$773K Sell
1,503
-326
-18% -$176K 0.1% 231
2024
Q4 		$985K Buy
1,829
+9
+0.5% +$4.88K 0.12% 174
2024
Q3 		$960K Sell
1,820
-133
-7% -$67.6K 0.12% 184
2024
Q2 		$977K Buy
1,953
+267
+16% +$128K 0.13% 168
2024
Q1 		$811K Sell
1,686
-444
-21% -$203K 0.1% 203
2023
Q4 		$930K Sell
2,130
-65
-3% -$26.6K 0.15% 160
2023
Q3 		$862K Sell
2,195
-163
-7% -$66.7K 0.16% 162
2023
Q2 		$960K Buy
2,358
+299
+15% +$115K 0.16% 159
2023
Q1 		$774K Sell
2,059
-58
-3% -$21.3K 0.15% 176
2022
Q4 		$744K Sell
2,117
-6
-0.3% -$2.12K 0.16% 183
2022
Q3 		$697K Buy
2,123
+52
+3% +$19K 0.16% 173
2022
Q2 		$718K Sell
2,071
-7,201
-78% -$2.71M 0.14% 184
2022
Q1 		$3.85M Buy
9,272
+7,232
+355% +$2.96M 0.62% 29
2021
Q4 		$891K Sell
2,040
-478
-19% -$202K 0.15% 179
2021
Q3 		$993K Sell
2,518
-9,092
-78% -$3.69M 0.17% 149
2021
Q2 		$4.57M Sell
11,610
-236
-2% -$90.6K 0.8% 21
2021
Q1 		$4.32M Buy
11,846
+555
+5% +$197K 0.82% 22
2020
Q4 		$3.88M Sell
11,291
-306
-3% -$99.8K 0.77% 24
2020
Q3 		$3.57M Sell
11,597
-1,138
-9% -$347K 0.81% 23
2020
Q2 		$3.61M Sell
12,735
-2,451
-16% -$660K 0.88% 19
2020
Q1 		$3.6M Sell
15,186
-6,194
-29% -$1.74M 1.11% 12
2019
Q4 		$6.32M Sell
21,380
-1,279
-6% -$362K 1.43% 6
2019
Q3 		$6.18M Sell
22,659
-8,102
-26% -$2.2M 1.56% 7
2019
Q2 		$8.28M Sell
30,761
-15,588
-34% -$4.12M 1.83% 3
2019
Q1 		$12M Buy
+46,349
New +$11.6M 2.62% 2
2018
Q4 		– Sell
-42,544
Closed -$11.3M – 348
2018
Q3 		$11.3M Sell
42,544
-19,370
-31% -$5.07M 3.83% 2
2018
Q2 		$15.5M Buy
61,914
+1,206
+2% +$299K 4.92% 1
2018
Q1 		$14.7M Sell
60,708
-19,886
-25% -$4.99M 4.34% 1
2017
Q4 		$20.4M Buy
80,594
+28,147
+54% +$6.73M 4.7% 1
2017
Q3 		$12.1M Buy
52,447
+8,798
+20% +$1.99M 3.93% 1
2017
Q2 		$9.69M Buy
+43,649
New +$9.61M 2.67% 1
2015
Q4 		$2.97M Buy
15,867
+11,526
+266% +$2.17M 4.43% 5
2015
Q3 		$763K Sell
4,341
-8,352
-66% -$1.55M 1.45% 24
2015
Q2 		$2.4M Sell
12,693
-3,255
-20% -$627K 3.09% 13
2015
Q1 		$3.02M Buy
15,948
+3,923
+33% +$743K 3.32% 8
2014
Q4 		$2.27M Buy
12,025
+52
+0.4% +$9.59K 2.38% 12
2014
Q3 		$2.17M Buy
11,973
+1,527
+15% +$277K 2.07% 17
2014
Q2 		$1.87M Sell
10,446
-3,458
-25% -$603K 1.62% 18
2014
Q1 		$2.38M Sell
13,904
-1,503
-10% -$253K 2.04% 15
2013
Q4 		$2.61M Buy
15,407
+14,060
+1,044% +$2.28M 1.88% 18
2013
Q3 		$207K Buy
+1,347
New +$207K 0.14% 38

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Institute for Wealth Management's VOO Position: Q1 2026 in Review

Institute for Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 19% in Q1 2026, selling an estimated $166K and leaving 1,102 shares worth $658K. The position accounts for 0.07% of the portfolio, ranked #262.

Institute for Wealth Management first reported a position in VOO in Q3 2013 and has held it in 45 quarters since. The position peaked at $20.4M in Q4 2017. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Institute for Wealth Management held 1,102 shares of Vanguard S&P 500 ETF worth $658K as of Q1 2026.
  • Institute for Wealth Management sold 265 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $166K.
  • Vanguard S&P 500 ETF made up 0.07% of Institute for Wealth Management's portfolio in Q1 2026, its #262 holding.
  • Institute for Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2013 and has held it in 45 quarters since.
  • Institute for Wealth Management's Vanguard S&P 500 ETF position peaked at $20.4M in Q4 2017.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.