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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Navalign LLC's VOO Position: Q1 2026 in Review

Navalign LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q1 2026, selling an estimated $7.5K and leaving 1,009 shares worth $603K. The position accounts for 0.15% of the portfolio, ranked #83.

Navalign LLC first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $640K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Navalign LLC held 1,009 shares of Vanguard S&P 500 ETF worth $603K as of Q1 2026.
Navalign LLC sold 12 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $7.5K.
Vanguard S&P 500 ETF made up 0.15% of Navalign LLC's portfolio in Q1 2026, its #83 holding.
Navalign LLC first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
Navalign LLC's Vanguard S&P 500 ETF position peaked at $640K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.