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Northwest Investment Counselors’s Vanguard S&P 500 ETF VOO Stock Holding History

Northwest Investment Counselors’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
2024
Q3 		$91.8K Buy
+174
New +$88.4K 0.02% 190
2024
Q2 		– Sell
-120
Closed -$57.7K – 491
2024
Q1 		$57.7K Buy
+120
New +$54.9K 0.01% 223
2023
Q4 		– Sell
-161
Closed -$63.3K – 525
2023
Q3 		$63.3K Buy
161
+41
+34% +$16.8K 0.02% 205
2023
Q2 		$48.9K Hold
120
– – 0.01% 240
2023
Q1 		$45.1K Hold
120
– – 0.01% 251
2022
Q4 		$42.2K Hold
120
– – 0.01% 256
2022
Q3 		$39K Hold
120
– – 0.01% 241
2022
Q2 		$42K Hold
120
– – 0.01% 232
2022
Q1 		$50K Hold
120
– – 0.01% 235
2021
Q4 		$52K Buy
+120
New +$50.7K 0.01% 227
2021
Q2 		– Sell
-125
Closed -$46K – 434
2021
Q1 		$46K Buy
+125
New +$44.3K 0.01% 232
2020
Q4 		– Sell
-125
Closed -$38K – 428
2020
Q3 		$38K Sell
125
-679
-84% -$207K 0.01% 219
2020
Q2 		$228K Buy
+804
New +$216K 0.09% 128
2020
Q1 		– Sell
-801
Closed -$237K – 143
2019
Q4 		$237K Buy
801
+676
+541% +$191K 0.08% 138
2019
Q3 		$34K Buy
+125
New +$33.9K 0.01% 251
2017
Q4 		– Sell
-125
Closed -$29K – 307
2017
Q3 		$29K Hold
125
– – 0.01% 223
2017
Q2 		$28K Buy
+125
New +$27.5K 0.01% 203

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwest Investment Counselors's VOO Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2024: 174 shares worth $91.8K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in VOO as recently as Q1 2024.

Northwest Investment Counselors first reported a position in VOO in Q2 2017 and has held it in 17 quarters since. The position peaked at $237K in Q4 2019. 2,928 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

  • Northwest Investment Counselors held 174 shares of Vanguard S&P 500 ETF worth $91.8K as of Q3 2024.
  • Vanguard S&P 500 ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Vanguard S&P 500 ETF made up 0.02% of Northwest Investment Counselors's portfolio in Q3 2024, its #190 holding.
  • Northwest Investment Counselors first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 17 quarters since.
  • Northwest Investment Counselors's Vanguard S&P 500 ETF position peaked at $237K in Q4 2019.
  • 2,928 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.