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Innovative Advisory Group, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Innovative Advisory Group, LLC’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
Q1 		– Sell
-43
Closed -$27K – 223
2025
Q4 		$27K Hold
43
– – 0.02% 86
2025
Q3 		$26.3K Hold
43
– – 0.02% 93
2025
Q2 		$24.4K Hold
43
– – 0.02% 88
2025
Q1 		$22.1K Hold
43
– – 0.02% 81
2024
Q4 		$23.2K Buy
+43
New +$23.3K 0.02% 80

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Innovative Advisory Group, LLC's VOO Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 43 shares — an estimated $27K sold.

Innovative Advisory Group, LLC first reported a position in VOO in Q4 2024 and held it in 5 quarters. The position peaked at $27K in Q4 2025. 3,866 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 43 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $27K.
  • Innovative Advisory Group, LLC first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Vanguard S&P 500 ETF position peaked at $27K in Q4 2025.
  • 3,866 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.