Investmark Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Investmark Advisory Group’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	$795K	Buy	1,331 +5	+0.4%	+$3.13K	0.34%	60
2025 Q4	$832K	Sell	1,326 -14	-1%	-$8.7K	0.35%	56
2025 Q3	$821K	Buy	1,340 +4	+0.3%	+$2.36K	0.36%	56
2025 Q2	$759K	Hold	1,336	–	–	0.36%	58
2025 Q1	$687K	Buy	1,336 +5	+0.4%	+$2.7K	0.34%	53
2024 Q4	$718K	Buy	1,331 +8	+0.6%	+$4.33K	0.35%	54
2024 Q3	$698K	Buy	1,323 +5	+0.4%	+$2.54K	0.34%	54
2024 Q2	$660K	Sell	1,318 -2	-0.2%	-$962	0.35%	56
2024 Q1	$634K	Buy	1,320 +5	+0.4%	+$2.29K	0.35%	59
2023 Q4	$575K	Buy	+1,315	New	+$538K	0.34%	59
2022 Q1	–	Sell	-157	Closed	-$68K	–	352
2021 Q4	$68K	Buy	+157	New	+$66.3K	0.06%	138

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Investmark Advisory Group's VOO Position: Q1 2026 in Review

Investmark Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.38% in Q1 2026, buying an estimated $3.13K and bringing the position to 1,331 shares worth $795K. The position accounts for 0.34% of the portfolio, ranked #60.

Investmark Advisory Group first reported a position in VOO in Q4 2021 and has held it in 11 quarters since. The position peaked at $832K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Investmark Advisory Group held 1,331 shares of Vanguard S&P 500 ETF worth $795K as of Q1 2026.
Investmark Advisory Group bought 5 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.13K.
Vanguard S&P 500 ETF made up 0.34% of Investmark Advisory Group's portfolio in Q1 2026, its #60 holding.
Investmark Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
Investmark Advisory Group's Vanguard S&P 500 ETF position peaked at $832K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.