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

Investment Advisory Services’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 		$2.64M Buy
3,843
+365
+10% +$243K 0.76% 36
2026
Q1 		$2.08M Sell
3,478
-115
-3% -$71.9K 0.66% 40
2025
Q4 		$2.25M Buy
3,593
+353
+11% +$219K 0.7% 38
2025
Q3 		$1.98M Sell
3,240
-49
-1% -$28.9K 0.63% 42
2025
Q2 		$1.87M Sell
3,289
-83
-2% -$43.6K 0.62% 41
2025
Q1 		$1.73M Buy
3,372
+34
+1% +$18.4K 0.63% 38
2024
Q4 		$1.8M Buy
3,338
+198
+6% +$107K 0.63% 37
2024
Q3 		$1.66M Sell
3,140
-65
-2% -$33K 0.59% 39
2024
Q2 		$1.6M Buy
3,205
+260
+9% +$125K 0.59% 42
2024
Q1 		$1.42M Sell
2,945
-46
-2% -$21.1K 0.52% 46
2023
Q4 		$1.31M Buy
2,991
+295
+11% +$121K 0.52% 49
2023
Q3 		$1.06M Buy
2,696
+572
+27% +$234K 0.46% 50
2023
Q2 		$865K Sell
2,124
-114
-5% -$44K 0.37% 57
2023
Q1 		$842K Buy
2,238
+487
+28% +$179K 0.41% 53
2022
Q4 		$615K Buy
1,751
+1,056
+152% +$373K 0.32% 60
2022
Q3 		$228K Buy
+695
New +$254K 0.14% 89

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Advisory Services's VOO Position: Q2 2026 in Review

Investment Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q2 2026, buying an estimated $243K and bringing the position to 3,843 shares worth $2.64M. The position accounts for 0.76% of the portfolio, ranked #36.

Investment Advisory Services first reported a position in VOO in Q3 2022 and has held it in 16 quarters since. 1,234 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Investment Advisory Services held 3,843 shares of Vanguard S&P 500 ETF worth $2.64M as of Q2 2026.
  • Investment Advisory Services bought 365 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $243K.
  • Vanguard S&P 500 ETF made up 0.76% of Investment Advisory Services's portfolio in Q2 2026, its #36 holding.
  • Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,234 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.