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

Northcape Wealth Management’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 Q1	$687K	Buy	1,150 +160	+16%	+$100K	0.19%	88
2025 Q4	$621K	Hold	990	–	–	0.18%	91
2025 Q3	$606K	Hold	990	–	–	0.18%	94
2025 Q2	$562K	Hold	990	–	–	0.17%	96
2025 Q1	$509K	Hold	990	–	–	0.16%	98
2024 Q4	$533K	Buy	990 +90	+10%	+$48.7K	0.17%	96
2024 Q3	$475K	Buy	900 +200	+29%	+$102K	0.16%	99
2024 Q2	$350K	Buy	700 +260	+59%	+$125K	0.13%	103
2024 Q1	$212K	Buy	+440	New	+$201K	0.08%	130

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Northcape Wealth Management's VOO Position: Q1 2026 in Review

Northcape Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, buying an estimated $100K and bringing the position to 1,150 shares worth $687K. The position accounts for 0.19% of the portfolio, ranked #88.

Northcape Wealth Management first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Northcape Wealth Management held 1,150 shares of Vanguard S&P 500 ETF worth $687K as of Q1 2026.
Northcape Wealth Management bought 160 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $100K.
Vanguard S&P 500 ETF made up 0.19% of Northcape Wealth Management's portfolio in Q1 2026, its #88 holding.
Northcape Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.