Naviter Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Naviter 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	$4.36M	Buy	6,347 +4,723	+291%	+$3.15M	0.4%	57
2026 Q1	$970K	Buy	1,624 +260	+19%	+$163K	0.12%	158
2025 Q4	$855K	Sell	1,364 -3,973	-74%	-$2.47M	0.11%	166
2025 Q3	$3.28M	Buy	5,337 +327	+7%	+$193K	0.38%	65
2025 Q2	$2.85M	Buy	5,010 +460	+10%	+$242K	0.35%	74
2025 Q1	$2.33M	Buy	4,550 +174	+4%	+$94.1K	0.28%	91
2024 Q4	$2.36M	Sell	4,376 -7	-0.2%	-$3.79K	0.28%	92
2024 Q3	$2.32M	Sell	4,383 -313	-7%	-$159K	0.32%	83
2024 Q2	$2.36M	Buy	4,696 +327	+7%	+$157K	0.35%	78
2024 Q1	$2.1M	Buy	4,369 +1,627	+59%	+$745K	0.34%	80
2023 Q4	$1.2M	Buy	+2,742	New	+$1.12M	0.24%	113
2023 Q3	–	Sell	-1,241	Closed	-$507K	–	236
2023 Q2	$507K	Buy	+1,241	New	+$479K	0.13%	176

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

Naviter Wealth's VOO Position: Q2 2026 in Review

Naviter Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 291% in Q2 2026, buying an estimated $3.15M and bringing the position to 6,347 shares worth $4.36M. The position accounts for 0.4% of the portfolio, ranked #57.

Naviter Wealth first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Naviter Wealth held 6,347 shares of Vanguard S&P 500 ETF worth $4.36M as of Q2 2026.
Naviter Wealth bought 4,723 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.15M.
Vanguard S&P 500 ETF made up 0.4% of Naviter Wealth's portfolio in Q2 2026, its #57 holding.
Naviter Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.