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 Q2	$790K	Hold	1,150	–	–	0.21%	89
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

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

Northcape Wealth Management's VOO Position: Q2 2026 in Review

Northcape Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,150 shares worth $790K. The position accounts for 0.21% of the portfolio, ranked #89.

Northcape Wealth Management first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Northcape Wealth Management held 1,150 shares of Vanguard S&P 500 ETF worth $790K as of Q2 2026.
Northcape Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.21% of Northcape Wealth Management's portfolio in Q2 2026, its #89 holding.
Northcape Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.