1 North Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

1 North Wealth Services’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	$67.6K	Sell	98 -3	-3%	-$2K	0.02%	84
2026 Q1	$60.5K	Sell	101 -55	-35%	-$34.4K	0.02%	81
2025 Q4	$97.9K	Buy	156 +130	+500%	+$80.8K	0.03%	77
2025 Q3	$16K	Hold	26	–	–	0.01%	126
2025 Q2	$14.9K	Buy	+26	New	+$13.7K	0.01%	130
2025 Q1	–	Hold	0	–	–	–	261

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

1 North Wealth Services's VOO Position: Q2 2026 in Review

1 North Wealth Services reduced its Vanguard S&P 500 ETF (VOO) stake by 3% in Q2 2026, selling an estimated $2K and leaving 98 shares worth $67.6K. The position accounts for 0.02% of the portfolio, ranked #84.

1 North Wealth Services first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $97.9K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

1 North Wealth Services held 98 shares of Vanguard S&P 500 ETF worth $67.6K as of Q2 2026.
1 North Wealth Services sold 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
Vanguard S&P 500 ETF made up 0.02% of 1 North Wealth Services's portfolio in Q2 2026, its #84 holding.
1 North Wealth Services first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
1 North Wealth Services's Vanguard S&P 500 ETF position peaked at $97.9K in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.