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

Investment Research Partners’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 		$589K Hold
858
– – 0.2% 118
2026
Q1 		$513K Buy
858
+105
+14% +$65.7K 0.21% 111
2025
Q4 		$472K Hold
753
– – 0.2% 116
2025
Q3 		$476K Buy
+753
New +$444K 0.21% 114

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Investment Research Partners's VOO Position: Q2 2026 in Review

Investment Research Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 858 shares worth $589K. The position accounts for 0.2% of the portfolio, ranked #118.

Investment Research Partners first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 3,315 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Investment Research Partners held 858 shares of Vanguard S&P 500 ETF worth $589K as of Q2 2026.
  • Investment Research Partners left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.2% of Investment Research Partners's portfolio in Q2 2026, its #118 holding.
  • Investment Research Partners first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,315 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.