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 Q2	$1.22M	Buy	1,771 +440	+33%	+$293K	0.46%	52
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

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

Investmark Advisory Group's VOO Position: Q2 2026 in Review

Investmark Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 33% in Q2 2026, buying an estimated $293K and bringing the position to 1,771 shares worth $1.22M. The position accounts for 0.46% of the portfolio, ranked #52.

Investmark Advisory Group first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Investmark Advisory Group held 1,771 shares of Vanguard S&P 500 ETF worth $1.22M as of Q2 2026.
Investmark Advisory Group bought 440 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $293K.
Vanguard S&P 500 ETF made up 0.46% of Investmark Advisory Group's portfolio in Q2 2026, its #52 holding.
Investmark Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.