IEQ CAPITAL, LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1779789
As of 2026-06-30, IEQ CAPITAL, LLC reported 552.13K VOO (shares), valued at $379.21M, or 1.75% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 5.33%; reported value increased 21.06%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.75% | 552,132 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 1.45% | 524,192 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 0.92% | 488,941 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.86% | 460,281 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 1.45% | 423,100 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 1.49% | 363,746 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 1.69% | 324,125 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 2.01% | 310,550 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 2.00% | 296,470 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 1.97% | 285,455 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 1.99% | 273,746 | SEC filing ↗Filed Feb 7, 2024 |
| Q3 2023 | 2.02% | 253,436 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.02% | 253,436 | $99.52M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 1.99% | 273,746 | $119.57M | Shares increased 8.01%; reported value increased 20.14%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 1.97% | 285,455 | $137.22M | Shares increased 4.28%; reported value increased 14.76%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 2.00% | 296,470 | $148.27M | Shares increased 3.86%; reported value increased 8.06%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 2.01% | 310,550 | $163.87M | Shares increased 4.75%; reported value increased 10.52%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 1.69% | 324,125 | $174.64M | Shares increased 4.37%; reported value increased 6.57%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 1.49% | 363,746 | $186.93M | Shares increased 12.22%; reported value increased 7.04%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 1.45% | 423,100 | $236.38M | Shares increased 16.32%; reported value increased 26.45%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 0.86% | 460,281 | $281.87M | Shares increased 8.79%; reported value increased 19.24%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.92% | 488,941 | $306.63M | Shares increased 6.23%; reported value increased 8.79%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 1.45% | 524,192 | $313.23M | Shares increased 7.21%; reported value increased 2.15%, and weight changed +0.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.75% | 552,132 | $379.21M | Shares increased 5.33%; reported value increased 21.06%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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