Investment Partners Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Investment Partners Asset Management’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	$402K	Buy	586 +5	+0.9%	+$3.33K	0.22%	119
2026 Q1	$347K	Hold	581	–	–	0.21%	121
2025 Q4	$364K	Sell	581 -7	-1%	-$4.35K	0.23%	119
2025 Q3	$360K	Sell	588 -5	-0.8%	-$2.95K	0.24%	118
2025 Q2	$337K	Sell	593 -10	-2%	-$5.26K	0.23%	120
2025 Q1	$310K	Buy	603 +228	+61%	+$123K	0.24%	115
2024 Q4	$202K	Buy	+375	New	+$203K	0.16%	140

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

Investment Partners Asset Management's VOO Position: Q2 2026 in Review

Investment Partners Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.86% in Q2 2026, buying an estimated $3.33K and bringing the position to 586 shares worth $402K. The position accounts for 0.22% of the portfolio, ranked #119.

Investment Partners Asset Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,585 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Investment Partners Asset Management held 586 shares of Vanguard S&P 500 ETF worth $402K as of Q2 2026.
Investment Partners Asset Management bought 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 0.22% of Investment Partners Asset Management's portfolio in Q2 2026, its #119 holding.
Investment Partners Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,585 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.