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

Integris 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 Q2	$920K	Buy	1,340 +244	+22%	+$163K	0.19%	45
2026 Q1	$655K	Hold	1,096	–	–	0.15%	45
2025 Q4	$687K	Buy	1,096 +54	+5%	+$33.6K	0.16%	51
2025 Q3	$638K	Buy	1,042 +251	+32%	+$148K	0.16%	50
2025 Q2	$449K	Hold	791	–	–	0.12%	66
2025 Q1	$407K	Buy	791 +132	+20%	+$71.4K	0.12%	62
2024 Q4	$355K	Buy	659 +109	+20%	+$59K	0.1%	70
2024 Q3	$290K	Sell	550 -57	-9%	-$29K	0.08%	76
2024 Q2	$304K	Buy	607 +57	+10%	+$27.4K	0.09%	73
2024 Q1	$264K	Hold	550	–	–	0.07%	83
2023 Q4	$240K	Hold	550	–	–	0.07%	84
2023 Q3	$216K	Sell	550 -33	-6%	-$13.5K	0.07%	82
2023 Q2	$237K	Sell	583 -53	-8%	-$20.4K	0.08%	76
2023 Q1	$239K	Sell	636 -16	-2%	-$5.87K	0.09%	76
2022 Q4	$229K	Buy	+652	New	+$230K	0.09%	75

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Integris Wealth Management's VOO Position: Q2 2026 in Review

Integris Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q2 2026, buying an estimated $163K and bringing the position to 1,340 shares worth $920K. The position accounts for 0.19% of the portfolio, ranked #45.

Integris Wealth Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Integris Wealth Management held 1,340 shares of Vanguard S&P 500 ETF worth $920K as of Q2 2026.
Integris Wealth Management bought 244 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $163K.
Vanguard S&P 500 ETF made up 0.19% of Integris Wealth Management's portfolio in Q2 2026, its #45 holding.
Integris Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.