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

Investment Research & 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 		– Sell
-100
Closed -$218 – 322
2026
Q1 		$218 Buy
+100
New +$62.5K ﹤0.01% 265

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Investment Research & Advisory Group's VOO Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.9% in Q2 2026, buying an estimated $1.44M and bringing the position to 117,699 shares worth $80.8M. The position accounts for 24.96% of the portfolio, ranked #1.

Investment Research & Advisory Group first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 2,194 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Investment Research & Advisory Group held 117,699 shares of Vanguard S&P 500 ETF worth $80.8M as of Q2 2026.
  • Investment Research & Advisory Group bought 2,165 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.44M.
  • Vanguard S&P 500 ETF made up 24.96% of Investment Research & Advisory Group's portfolio in Q2 2026, its #1 holding.
  • Investment Research & Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.