Investors Asset Management of Georgia’s Vanguard S&P 500 ETF VOO Stock Holding History

Investors Asset Management of Georgia’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	$1.61M	Sell	2,350 -40	-2%	-$26.7K	0.56%	51
2026 Q1	$1.43M	Sell	2,390 -73	-3%	-$45.7K	0.58%	54
2025 Q4	$1.54M	Sell	2,463 -48	-2%	-$29.8K	0.64%	48
2025 Q3	$1.54M	Sell	2,511 -46	-2%	-$27.1K	0.65%	47
2025 Q2	$1.45M	Buy	2,557 +5	+0.2%	+$2.63K	0.67%	45
2025 Q1	$1.31M	Buy	2,552 +1	+0%	+$541	0.66%	46
2024 Q4	$1.37M	Buy	2,551 +4	+0.2%	+$2.17K	0.67%	44
2024 Q3	$1.34M	Sell	2,547 -61	-2%	-$31K	0.63%	46
2024 Q2	$1.3M	Buy	2,608 +23	+0.9%	+$11.1K	0.63%	49
2024 Q1	$1.24M	Buy	2,585 +2	+0.1%	+$915	0.58%	54
2023 Q4	$1.13M	Buy	2,583 +4	+0.2%	+$1.64K	0.57%	54
2023 Q3	$1.01M	Sell	2,579 -98	-4%	-$40.1K	0.56%	55
2023 Q2	$1.09M	Hold	2,677	–	–	0.56%	55
2023 Q1	$1.01M	Sell	2,677 -42	-2%	-$15.4K	0.54%	57
2022 Q4	$955K	Buy	2,719 +92	+4%	+$32.5K	0.5%	61
2022 Q3	$862K	Buy	2,627 +200	+8%	+$73K	0.44%	61
2022 Q2	$842K	Buy	2,427 +340	+16%	+$128K	0.44%	64
2022 Q1	$866K	Buy	2,087 +403	+24%	+$165K	0.44%	67
2021 Q4	$735K	Hold	1,684	–	–	0.35%	75
2021 Q3	$664K	Hold	1,684	–	–	0.35%	76
2021 Q2	$663K	Hold	1,684	–	–	0.36%	74
2021 Q1	$613K	Buy	1,684 +195	+13%	+$69.2K	0.36%	73
2020 Q4	$512K	Sell	1,489 -244	-14%	-$79.5K	0.35%	69
2020 Q3	$533K	Sell	1,733 -163	-9%	-$49.7K	0.36%	64
2020 Q2	$537K	Sell	1,896 -9	-0.5%	-$2.42K	0.37%	61
2020 Q1	$451K	Sell	1,905 -255	-12%	-$71.4K	0.37%	62
2019 Q4	$639K	Hold	2,160	–	–	0.39%	60
2019 Q3	$589K	Buy	2,160 +9	+0.4%	+$2.44K	0.38%	63
2019 Q2	$579K	Sell	2,151 -92	-4%	-$24.3K	0.39%	61
2019 Q1	$582K	Hold	2,243	–	–	0.41%	61
2018 Q4	$515K	Sell	2,243 -86	-4%	-$21.3K	0.42%	61
2018 Q3	$622K	Hold	2,329	–	–	0.43%	58
2018 Q2	$581K	Hold	2,329	–	–	0.43%	60
2018 Q1	$564K	Sell	2,329 -101	-4%	-$25.3K	0.42%	59
2017 Q4	$596K	Hold	2,430	–	–	0.42%	60
2017 Q3	$561K	Hold	2,430	–	–	0.41%	63
2017 Q2	$540K	Sell	2,430 -293	-11%	-$64.5K	0.37%	64
2017 Q1	$589K	Hold	2,723	–	–	0.41%	57
2016 Q4	$559K	Buy	+2,723	New	+$546K	0.41%	60

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Investors Asset Management of Georgia's VOO Position: Q2 2026 in Review

Investors Asset Management of Georgia reduced its Vanguard S&P 500 ETF (VOO) stake by 1.7% in Q2 2026, selling an estimated $26.7K and leaving 2,350 shares worth $1.61M. The position accounts for 0.56% of the portfolio, ranked #51.

Investors Asset Management of Georgia first reported a position in VOO in Q4 2016 and has held it in 39 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Investors Asset Management of Georgia held 2,350 shares of Vanguard S&P 500 ETF worth $1.61M as of Q2 2026.
Investors Asset Management of Georgia sold 40 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26.7K.
Vanguard S&P 500 ETF made up 0.56% of Investors Asset Management of Georgia's portfolio in Q2 2026, its #51 holding.
Investors Asset Management of Georgia first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Investors Asset Management of Georgia's 13F filing for Q2 2026, filed 22 Jul 2026.