Navalign LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Navalign LLC’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	$717K	Buy	1,044 +35	+3%	+$23.3K	0.17%	80
2026 Q1	$603K	Sell	1,009 -12	-1%	-$7.5K	0.15%	83
2025 Q4	$640K	Buy	1,021 +1	+0.1%	+$621	0.16%	83
2025 Q3	$625K	Buy	1,020 +5	+0.5%	+$2.95K	0.16%	82
2025 Q2	$577K	Buy	1,015 +119	+13%	+$62.5K	0.16%	81
2025 Q1	$460K	Hold	896	–	–	0.13%	90
2024 Q4	$483K	Sell	896 -89	-9%	-$48.2K	0.14%	89
2024 Q3	$520K	Buy	985 +10	+1%	+$5.08K	0.15%	88
2024 Q2	$488K	Hold	975	–	–	0.15%	88
2024 Q1	$469K	Sell	975 -360	-27%	-$165K	0.16%	91
2023 Q4	$583K	Buy	1,335 +345	+35%	+$141K	0.2%	89
2023 Q3	$389K	Buy	990 +8	+0.8%	+$3.27K	0.15%	107
2023 Q2	$400K	Hold	982	–	–	0.16%	88
2023 Q1	$369K	Buy	+982	New	+$360K	0.15%	92

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 22.9% 1-Year Est. Return

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

Navalign LLC's VOO Position: Q2 2026 in Review

Navalign LLC increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,044 shares worth $717K. The position accounts for 0.17% of the portfolio, ranked #80.

Navalign LLC first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 4,016 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Navalign LLC held 1,044 shares of Vanguard S&P 500 ETF worth $717K as of Q2 2026.
Navalign LLC bought 35 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
Vanguard S&P 500 ETF made up 0.17% of Navalign LLC's portfolio in Q2 2026, its #80 holding.
Navalign LLC first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,016 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.