New Perspectives Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$357K Hold
509
– – 0.11% 33
2026
Q2
$350K Hold
509
– – 0.11% 32
2026
Q1
$304K Buy
509
+2
+0.4% +$1.25K 0.11% 33
2025
Q4
$318K Buy
+507
New +$315K 0.11% 30

Other funds holding VOO

New Perspectives Inc's VOO Position: Q3 2026 in Review

New Perspectives Inc held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 509 shares worth $357K. The position accounts for 0.11% of the portfolio, ranked #33.

New Perspectives Inc first reported a position in VOO in Q4 2025 and has held it in 4 quarters since. 1,587 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • New Perspectives Inc held 509 shares of Vanguard S&P 500 ETF worth $357K as of Q3 2026.
  • New Perspectives Inc left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.11% of New Perspectives Inc's portfolio in Q3 2026, its #33 holding.
  • New Perspectives Inc first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.