Norris Perne & French’s Vanguard S&P 500 ETF VOO Stock Holding History

Norris Perne & French’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	$1.85M	Hold	2,692	–	–	0.08%	64
2026 Q1	$1.61M	Buy	2,692 +654	+32%	+$409K	0.08%	67
2025 Q4	$1.28M	Buy	2,038 +1,693	+491%	+$1.05M	0.08%	75
2025 Q3	$211K	Buy	+345	New	+$203K	0.01%	159
2024 Q4	–	Sell	-430	Closed	-$227K	–	150
2024 Q3	$227K	Buy	+430	New	+$219K	0.02%	136
2022 Q2	–	Sell	-591	Closed	-$245K	–	159
2022 Q1	$245K	Buy	+591	New	+$242K	0.02%	138
2018 Q4	–	Sell	-780	Closed	-$208K	–	136
2018 Q3	$208K	Buy	+780	New	+$204K	0.03%	137

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

Norris Perne & French's VOO Position: Q2 2026 in Review

Norris Perne & French held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 2,692 shares worth $1.85M. The position accounts for 0.08% of the portfolio, ranked #64.

Norris Perne & French first reported a position in VOO in Q3 2018 and has held it in 7 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Norris Perne & French held 2,692 shares of Vanguard S&P 500 ETF worth $1.85M as of Q2 2026.
Norris Perne & French left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.08% of Norris Perne & French's portfolio in Q2 2026, its #64 holding.
Norris Perne & French first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 7 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.