Northern Capital Management (Washington)’s Vanguard S&P 500 ETF VOO Stock Holding History

Northern Capital Management (Washington)’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	$1.12M	Buy	1,634 +7	+0.4%	+$4.67K	0.48%	16
2026 Q1	$972K	Sell	1,627 -76	-4%	-$47.5K	0.49%	16
2025 Q4	$1.07M	Buy	1,703 +24	+1%	+$14.9K	0.56%	15
2025 Q3	$1.03M	Buy	1,679 +25	+2%	+$14.7K	0.56%	16
2025 Q2	$940K	Buy	1,654 +202	+14%	+$106K	0.55%	17
2025 Q1	$746K	Buy	1,452 +179	+14%	+$96.8K	0.49%	17
2024 Q4	$686K	Buy	1,273 +26	+2%	+$14.1K	0.42%	18
2024 Q3	$658K	Sell	1,247 -102	-8%	-$51.8K	0.42%	17
2024 Q2	$675K	Buy	1,349 +97	+8%	+$46.7K	0.45%	16
2024 Q1	$602K	Buy	1,252 +541	+76%	+$248K	0.42%	16
2023 Q4	$311K	Buy	+711	New	+$291K	0.28%	23

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Northern Capital Management (Washington)'s VOO Position: Q2 2026 in Review

Northern Capital Management (Washington) increased its Vanguard S&P 500 ETF (VOO) stake by 0.43% in Q2 2026, buying an estimated $4.67K and bringing the position to 1,634 shares worth $1.12M. The position accounts for 0.48% of the portfolio, ranked #16.

Northern Capital Management (Washington) first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Northern Capital Management (Washington) held 1,634 shares of Vanguard S&P 500 ETF worth $1.12M as of Q2 2026.
Northern Capital Management (Washington) bought 7 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.67K.
Vanguard S&P 500 ETF made up 0.48% of Northern Capital Management (Washington)'s portfolio in Q2 2026, its #16 holding.
Northern Capital Management (Washington) first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Northern Capital Management (Washington)'s 13F filing for Q2 2026, filed 21 Jul 2026.