NAG
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Northstar Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Northstar Advisory 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 		$1.84M Buy
2,685
+3
+0.1% +$2K 0.57% 45
2026
Q1 		$1.6M Sell
2,682
-584
-18% -$365K 0.6% 44
2025
Q4 		$2.05M Buy
3,266
+71
+2% +$44.1K 0.73% 38
2025
Q3 		$1.96M Sell
3,195
-438
-12% -$258K 0.8% 38
2025
Q2 		$2.06M Sell
3,633
-36
-1% -$18.9K 1.01% 31
2025
Q1 		$1.89M Sell
3,669
-3,836
-51% -$2.07M 1.23% 28
2024
Q4 		$4.04M Buy
7,505
+666
+10% +$361K 2.06% 14
2024
Q3 		$3.61M Sell
6,839
-3,886
-36% -$1.98M 1.87% 14
2024
Q2 		$5.38M Buy
10,725
+25
+0.2% +$12K 3.1% 9
2024
Q1 		$5.12M Buy
10,700
+1,178
+12% +$539K 3.1% 7
2023
Q4 		$4.16M Buy
9,522
+2,837
+42% +$1.16M 2.47% 13
2023
Q3 		$2.63M Buy
6,685
+3,342
+100% +$1.37M 1.91% 14
2023
Q2 		$1.36M Hold
3,343
– – 0.89% 32
2023
Q1 		$1.26M Buy
3,343
+13
+0.4% +$4.77K 0.94% 28
2022
Q4 		$1.17M Sell
3,330
-37
-1% -$13.1K 0.92% 22
2022
Q3 		$1.1M Sell
3,367
-5,986
-64% -$2.19M 0.99% 20
2022
Q2 		$3.24M Buy
9,353
+6,000
+179% +$2.26M 2.41% 9
2022
Q1 		$1.39M Buy
3,353
+11
+0.3% +$4.5K 0.9% 28
2021
Q4 		$1.46M Buy
+3,342
New +$1.41M 0.86% 25
2021
Q3 		– Sell
-3,309
Closed -$1.3M – 132
2021
Q2 		$1.3M Buy
3,309
+12
+0.4% +$4.61K 0.81% 40
2021
Q1 		$1.2M Hold
3,297
– – 0.92% 36
2020
Q4 		$1.13M Buy
+3,297
New +$1.07M 0.95% 24

Other funds holding VOO

AssetMark Inc
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
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
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

Northstar Advisory Group's VOO Position: Q2 2026 in Review

Northstar Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.11% in Q2 2026, buying an estimated $2K and bringing the position to 2,685 shares worth $1.84M. The position accounts for 0.57% of the portfolio, ranked #45.

Northstar Advisory Group first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.38M in Q2 2024. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Northstar Advisory Group held 2,685 shares of Vanguard S&P 500 ETF worth $1.84M as of Q2 2026.
  • Northstar Advisory Group bought 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
  • Vanguard S&P 500 ETF made up 0.57% of Northstar Advisory Group's portfolio in Q2 2026, its #45 holding.
  • Northstar Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Northstar Advisory Group's Vanguard S&P 500 ETF position peaked at $5.38M in Q2 2024.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.