IWS
VOO icon

Intentional Wealth Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Intentional Wealth 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
Q2 		$22.3M Buy
32,472
+5,567
+21% +$3.71M 20.91% 1
2026
Q1 		$16.1M Buy
+26,905
New +$16.8M 14.97% 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
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 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return

Intentional Wealth Strategies's VOO Position: Q2 2026 in Review

Intentional Wealth Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 21% in Q2 2026, buying an estimated $3.71M and bringing the position to 32,472 shares worth $22.3M. The position accounts for 20.91% of the portfolio, ranked #1.

Intentional Wealth Strategies first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. 3,857 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Intentional Wealth Strategies held 32,472 shares of Vanguard S&P 500 ETF worth $22.3M as of Q2 2026.
  • Intentional Wealth Strategies bought 5,567 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.71M.
  • Vanguard S&P 500 ETF made up 20.91% of Intentional Wealth Strategies's portfolio in Q2 2026, its #1 holding.
  • Intentional Wealth Strategies first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.