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 Q3	$741K	Buy	1,057 +13	+1%	+$9.08K	0.17%	80
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Navalign LLC's VOO Position: Q3 2026 in Review

Navalign LLC increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q3 2026, buying an estimated $9.08K and bringing the position to 1,057 shares worth $741K. 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 15 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Navalign LLC held 1,057 shares of Vanguard S&P 500 ETF worth $741K as of Q3 2026.
Navalign LLC bought 13 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.08K.
Vanguard S&P 500 ETF made up 0.17% of Navalign LLC's portfolio in Q3 2026, its #80 holding.
Navalign LLC first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.