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Northwest Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Northwest Financial Advisors’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
Q2 		– Sell
-460
Closed -$236K – 121
2025
Q1 		$236K Sell
460
-47
-9% -$25.4K 0.2% 103
2024
Q4 		$273K Buy
507
+139
+38% +$75.3K 0.23% 87
2024
Q3 		$194K Buy
+368
New +$187K 0.15% 104
2024
Q1 		– Sell
-289
Closed -$126K – 513
2023
Q4 		$126K Buy
+289
New +$118K 0.11% 122

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Northwest Financial Advisors's VOO Position: Q2 2025 in Review

Northwest Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 460 shares — an estimated $236K sold.

Northwest Financial Advisors first reported a position in VOO in Q4 2023 and held it in 4 quarters. The position peaked at $273K in Q4 2024. 3,383 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Northwest Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Northwest Financial Advisors sold 460 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $236K.
  • Northwest Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and held it in 4 quarters.
  • Northwest Financial Advisors's Vanguard S&P 500 ETF position peaked at $273K in Q4 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Northwest Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.