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New Harbor Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

New Harbor Financial Group’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 		$212K Sell
309
-26
-8% -$17.3K 0.03% 58
2026
Q1 		$200K Buy
+335
New +$210K 0.04% 59
2025
Q2 		– Sell
-447
Closed -$230K – 54
2025
Q1 		$230K Buy
+447
New +$242K 0.06% 42
2023
Q4 		– Sell
-2,405
Closed -$944K – 56
2023
Q3 		$944K Buy
+2,405
New +$983K 0.31% 16

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New Harbor Financial Group's VOO Position: Q2 2026 in Review

New Harbor Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 7.8% in Q2 2026, selling an estimated $17.3K and leaving 309 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #58.

New Harbor Financial Group first reported a position in VOO in Q3 2023 and has held it in 4 quarters since. The position peaked at $944K in Q3 2023. 1,383 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • New Harbor Financial Group held 309 shares of Vanguard S&P 500 ETF worth $212K as of Q2 2026.
  • New Harbor Financial Group sold 26 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $17.3K.
  • Vanguard S&P 500 ETF made up 0.03% of New Harbor Financial Group's portfolio in Q2 2026, its #58 holding.
  • New Harbor Financial Group first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 4 quarters since.
  • New Harbor Financial Group's Vanguard S&P 500 ETF position peaked at $944K in Q3 2023.
  • 1,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on New Harbor Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.