IWA
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IVC Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

IVC Wealth Advisors’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 		$982K Sell
1,430
-2
-0.1% -$1.33K 0.38% 50
2026
Q1 		$856K Hold
1,432
– – 0.37% 52
2025
Q4 		$898K Buy
1,432
+737
+106% +$458K 0.39% 49
2025
Q3 		$426K Buy
+695
New +$410K 0.19% 101
2025
Q1 		– Sell
-405
Closed -$218K – 166
2024
Q4 		$218K Buy
+405
New +$219K 0.12% 146
2023
Q1 		– Sell
-24,360
Closed -$8K – 158
2022
Q4 		$8K Buy
+24,360
New +$8.61M 0.01% 150
2021
Q1 		– Sell
-800
Closed -$275K – 130
2020
Q4 		$275K Buy
+800
New +$261K 0.26% 95

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
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
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IVC Wealth Advisors's VOO Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.14% in Q2 2026, selling an estimated $1.33K and leaving 1,430 shares worth $982K. The position accounts for 0.38% of the portfolio, ranked #50.

IVC Wealth Advisors first reported a position in VOO in Q4 2020 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • IVC Wealth Advisors held 1,430 shares of Vanguard S&P 500 ETF worth $982K as of Q2 2026.
  • IVC Wealth Advisors sold 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
  • Vanguard S&P 500 ETF made up 0.38% of IVC Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • IVC Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 7 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.