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Intelligent Financial Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Intelligent Financial Strategies’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 		$24.2M Sell
40,567
-864
-2% -$540K 12.63% 2
2025
Q4 		$26M Sell
41,431
-82
-0.2% -$51K 12.5% 2
2025
Q3 		$25.5M Sell
41,513
-8,518
-17% -$5.02M 12.41% 2
2025
Q2 		$28.5M Sell
50,031
-7,041
-12% -$3.7M 15.13% 2
2025
Q1 		$29.3M Sell
57,072
-1,624
-3% -$878K 15.3% 2
2024
Q4 		$31.6M Sell
58,696
-52
-0.1% -$28.2K 17.52% 2
2024
Q3 		$31.1M Buy
58,748
+1,658
+3% +$843K 17.12% 2
2024
Q2 		$28.7M Buy
57,090
+1,713
+3% +$824K 17.64% 2
2024
Q1 		$26.6M Buy
55,377
+14,542
+36% +$6.66M 16.51% 2
2023
Q4 		$17.8M Buy
40,835
+1,326
+3% +$543K 12.48% 2
2023
Q3 		$15.6M Buy
39,509
+394
+1% +$161K 11.55% 2
2023
Q2 		$16M Buy
39,115
+557
+1% +$215K 11.67% 2
2023
Q1 		$14.5M Buy
38,558
+2,481
+7% +$910K 11.37% 2
2022
Q4 		$12.7M Buy
36,077
+19,552
+118% +$6.91M 10.67% 2
2022
Q3 		$5.42M Sell
16,525
-95
-0.6% -$34.7K 5.69% 3
2022
Q2 		$5.76M Buy
16,620
+3,443
+26% +$1.3M 5.86% 2
2022
Q1 		$5.47M Sell
13,177
-230
-2% -$94.2K 5.33% 3
2021
Q4 		$5.85M Buy
+13,407
New +$5.66M 5.26% 4

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

Intelligent Financial Strategies's VOO Position: Q1 2026 in Review

Intelligent Financial Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, selling an estimated $540K and leaving 40,567 shares worth $24.2M. The position accounts for 12.63% of the portfolio, ranked #2.

Intelligent Financial Strategies first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $31.6M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Intelligent Financial Strategies held 40,567 shares of Vanguard S&P 500 ETF worth $24.2M as of Q1 2026.
  • Intelligent Financial Strategies sold 864 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $540K.
  • Vanguard S&P 500 ETF made up 12.63% of Intelligent Financial Strategies's portfolio in Q1 2026, its #2 holding.
  • Intelligent Financial Strategies first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Intelligent Financial Strategies's Vanguard S&P 500 ETF position peaked at $31.6M in Q4 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Intelligent Financial Strategies's 13F filing for Q1 2026, filed 28 Apr 2026.