Back to IEQ CAPITAL, LLC IEQ CAPITAL, LLC

VOOVOO
27 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in VANGUARD S&P 500 ETF

IEQ CAPITAL, LLC holds 552,132 shares of VOO (VANGUARD S&P 500 ETF), worth $379.2M as of 2026-Q2. The position was increased (+5.3% shares). VOO represents 1.7% of IEQ CAPITAL, LLC's portfolio.

Current Value

$379.2M

Current Shares

552,132

Total Value Change

+$370.5M

Total Shares Change

+522,645

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
552,132
+5.3%
$379.2M1.7%$686.81
52
2026-Q1
Increased
524,192
+7.2%
$313.2M1.5%$595.81
52
2025-Q4
Increased
488,941
+6.2%
$306.6M0.9%$623.34
46
2025-Q3
Increased
460,281
+8.8%
$281.9M0.9%$606.96
47
2025-Q2
Increased
423,100
+16.3%
$236.4M1.4%$561.40
56
2025-Q1
Increased
363,746
+12.2%
$186.9M1.5%$506.35
54
2024-Q4
Increased
324,125
+4.4%
$174.6M1.7%$529.05
50
2024-Q3
Increased
310,550
+4.8%
$163.9M2.0%$516.46
55
2024-Q2
Increased
296,470
+3.9%
$148.3M2.0%$490.95
50
2024-Q1
Increased
285,455
+4.3%
$137.2M2.0%$470.20
50
2023-Q4
Increased
273,746
+8.0%
$119.6M2.0%$425.89
51
2023-Q3
Increased
253,436
+1.2%
$99.5M2.0%$381.32
52
2023-Q2
Decreased
250,482
-7.3%
$102M2.1%$391.59
0
2023-Q1
Decreased
270,159
-1.3%
$101.6M2.4%$360.17
0
2022-Q4
Decreased
273,752
-4.2%
$96.2M2.7%$337.14
0
2022-Q3
Increased
285,595
+16.8%
$93.8M2.6%$311.64
60
2022-Q2
Decreased
244,476
-7.6%
$84.8M2.6%$327.83
0
2022-Q1
Increased
264,468
+9.6%
$109.8M2.6%$390.77
57
2021-Q4
Increased
241,224
+15.0%
$105.3M2.4%$409.54
59
2021-Q3
Increased
209,719
+6.4%
$82.7M2.2%$368.63
54
2021-Q2
Increased
197,183
+10.3%
$77.6M2.3%$366.60
56
2021-Q1
Increased
178,771
+5.7%
$65.1M2.7%$338.23
54
2020-Q4
Increased
169,084
+6.5%
$58.1M2.6%$317.98
54
2020-Q3
Decreased
158,770
-30.4%
$48.8M2.6%$283.47
0
2020-Q2
Increased
227,951
+10.0%
$64.6M4.2%$260.05
60
2020-Q1
Increased
207,244
+602.8%
$49.1M3.9%$216.16
87
2019-Q4
New
29,487
-
$8.7M0.8%$269.67
54

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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