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

Northbridge 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	$439K	Sell	640 -2	-0.3%	-$1.33K	0.17%	114
2026 Q1	$405K	Sell	642 -14	-2%	-$8.76K	0.17%	120
2025 Q4	$412K	Buy	+656	New	+$408K	0.18%	112

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

Northbridge Financial Group's VOO Position: Q2 2026 in Review

Northbridge Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.31% in Q2 2026, selling an estimated $1.33K and leaving 640 shares worth $439K. The position accounts for 0.17% of the portfolio, ranked #114.

Northbridge Financial Group first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Northbridge Financial Group held 640 shares of Vanguard S&P 500 ETF worth $439K as of Q2 2026.
Northbridge Financial Group sold 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.17% of Northbridge Financial Group's portfolio in Q2 2026, its #114 holding.
Northbridge Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Northbridge Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.