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Northstar Financial Companies’s Vanguard S&P 500 ETF VOO Stock Holding History

Northstar Financial Companies’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
2025
Q3 		– Sell
-429
Closed -$244K – 110
2025
Q2 		$244K Sell
429
-54
-11% -$28.4K 0.25% 91
2025
Q1 		$248K Buy
483
+18
+4% +$9.73K 0.27% 87
2024
Q4 		$251K Buy
+465
New +$252K 0.24% 91

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northstar Financial Companies's VOO Position: Q3 2025 in Review

Northstar Financial Companies sold out of Vanguard S&P 500 ETF (VOO) in Q3 2025, closing a stake of 429 shares — an estimated $244K sold.

Northstar Financial Companies first reported a position in VOO in Q4 2024 and held it in 3 quarters. The position peaked at $251K in Q4 2024. 3,460 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Northstar Financial Companies reported no remaining Vanguard S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Northstar Financial Companies sold 429 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $244K.
  • Northstar Financial Companies first reported a position in Vanguard S&P 500 ETF in Q4 2024 and held it in 3 quarters.
  • Northstar Financial Companies's Vanguard S&P 500 ETF position peaked at $251K in Q4 2024.
  • 3,460 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Northstar Financial Companies's 13F filing for Q3 2025, filed 12 Nov 2025.