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

Investment 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	$4.14M	Buy	6,934 +220	+3%	+$138K	1.05%	25
2025 Q4	$4.21M	Buy	6,714 +1,232	+22%	+$766K	1.08%	23
2025 Q3	$3.36M	Buy	5,482 +195	+4%	+$115K	0.91%	27
2025 Q2	$3M	Buy	5,287 +145	+3%	+$76.2K	0.91%	29
2025 Q1	$2.64M	Buy	5,142 +236	+5%	+$128K	0.88%	31
2024 Q4	$2.64M	Buy	4,906 +622	+15%	+$337K	0.89%	29
2024 Q3	$2.26M	Buy	4,284 +82	+2%	+$41.7K	0.78%	33
2024 Q2	$2.1M	Buy	4,202 +43	+1%	+$20.7K	0.81%	30
2024 Q1	$2M	Buy	4,159 +287	+7%	+$131K	0.83%	32
2023 Q4	$1.69M	Buy	3,872 +99	+3%	+$40.5K	0.78%	35
2023 Q3	$1.48M	Buy	3,773 +681	+22%	+$278K	0.77%	34
2023 Q2	$1.26M	Buy	3,092 +429	+16%	+$166K	0.64%	39
2023 Q1	$1M	Buy	2,663 +79	+3%	+$29K	0.58%	41
2022 Q4	$908K	Buy	2,584 +1,140	+79%	+$403K	0.56%	40
2022 Q3	$474K	Buy	1,444 +221	+18%	+$80.7K	0.33%	62
2022 Q2	$425K	Sell	1,223 -26	-2%	-$9.79K	0.29%	68
2022 Q1	$517K	Buy	1,249 +189	+18%	+$77.4K	0.31%	67
2021 Q4	$438K	Buy	+1,060	New	+$447K	0.28%	68

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

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

Investment Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.3% in Q1 2026, buying an estimated $138K and bringing the position to 6,934 shares worth $4.14M. The position accounts for 1.05% of the portfolio, ranked #25.

Investment Advisory Group first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.21M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Investment Advisory Group held 6,934 shares of Vanguard S&P 500 ETF worth $4.14M as of Q1 2026.
Investment Advisory Group bought 220 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $138K.
Vanguard S&P 500 ETF made up 1.05% of Investment Advisory Group's portfolio in Q1 2026, its #25 holding.
Investment Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's Vanguard S&P 500 ETF position peaked at $4.21M in Q4 2025.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.