WAOI
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Wealth Advisors of Iowa’s Vanguard S&P 500 ETF VOO Stock Holding History

Wealth Advisors of Iowa’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 		$434K Buy
+727
New +$455K 0.13% 53
2024
Q3 		– Sell
-5,191
Closed -$1.48M – 76
2024
Q2 		$1.48M Buy
+5,191
New +$2.5M 0.83% 13

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Wealth Advisors of Iowa's VOO Position: Q1 2026 in Review

Wealth Advisors of Iowa opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 727 shares worth $434K. The stake represents 0.13% of the portfolio and ranks #53 among its holdings. This is a return to the name: Wealth Advisors of Iowa previously reported a position in VOO as recently as Q2 2024.

Wealth Advisors of Iowa first reported a position in VOO in Q2 2024 and has held it in 2 quarters since. The position peaked at $1.48M in Q2 2024. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Wealth Advisors of Iowa held 727 shares of Vanguard S&P 500 ETF worth $434K as of Q1 2026.
  • Vanguard S&P 500 ETF was a new Wealth Advisors of Iowa position in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.13% of Wealth Advisors of Iowa's portfolio in Q1 2026, its #53 holding.
  • Wealth Advisors of Iowa first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 2 quarters since.
  • Wealth Advisors of Iowa's Vanguard S&P 500 ETF position peaked at $1.48M in Q2 2024.
  • 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q1 2026, filed 13 May 2026.