55 North Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

55 North Private Wealth’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	$2.49M	Sell	3,623 -2,243	-38%	-$1.5M	0.49%	29
2026 Q1	$3.51M	Buy	5,866 +3,043	+108%	+$1.9M	0.9%	20
2025 Q4	$1.77M	Buy	+2,823	New	+$1.75M	0.47%	34

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

55 North Private Wealth's VOO Position: Q2 2026 in Review

55 North Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 38% in Q2 2026, selling an estimated $1.5M and leaving 3,623 shares worth $2.49M. The position accounts for 0.49% of the portfolio, ranked #29.

55 North Private Wealth first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.51M in Q1 2026. 3,977 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

55 North Private Wealth held 3,623 shares of Vanguard S&P 500 ETF worth $2.49M as of Q2 2026.
55 North Private Wealth sold 2,243 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.5M.
Vanguard S&P 500 ETF made up 0.49% of 55 North Private Wealth's portfolio in Q2 2026, its #29 holding.
55 North Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's Vanguard S&P 500 ETF position peaked at $3.51M in Q1 2026.
3,977 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.