Northwest Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Northwest Wealth Management’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	$2.18M	Buy	3,180 +50	+2%	+$33.3K	0.29%	53
2026 Q1	$1.87M	Sell	3,130 -25	-0.8%	-$15.6K	0.28%	53
2025 Q4	$1.98M	Buy	3,155 +77	+3%	+$47.9K	0.31%	52
2025 Q3	$1.88M	Sell	3,078 -142	-4%	-$83.7K	0.31%	55
2025 Q2	$1.83M	Buy	3,220 +197	+7%	+$104K	0.33%	55
2025 Q1	$1.55M	Sell	3,023 -47	-2%	-$25.4K	0.31%	56
2024 Q4	$1.65M	Sell	3,070 -29	-0.9%	-$15.7K	0.35%	54
2024 Q3	$1.64M	Sell	3,099 -119	-4%	-$60.5K	0.38%	53
2024 Q2	$1.61M	Sell	3,218 -254	-7%	-$122K	0.42%	52
2024 Q1	$1.67M	Buy	3,472 +204	+6%	+$93.4K	0.46%	47
2023 Q4	$1.43M	Buy	3,268 +13	+0.4%	+$5.32K	0.43%	51
2023 Q3	$1.28M	Sell	3,255 -442	-12%	-$181K	0.46%	52
2023 Q2	$1.51M	Sell	3,697 -80	-2%	-$30.9K	0.55%	47
2023 Q1	$1.42M	Buy	3,777 +344	+10%	+$126K	0.54%	50
2022 Q4	$1.21M	Sell	3,433 -641	-16%	-$226K	0.52%	50
2022 Q3	$1.34M	Sell	4,074 -122	-3%	-$44.6K	0.59%	48
2022 Q2	$1.46M	Sell	4,196 -166	-4%	-$62.5K	0.63%	45
2022 Q1	$1.81M	Buy	4,362 +15	+0.3%	+$6.14K	0.89%	34
2021 Q4	$1.9M	Sell	4,347 -269	-6%	-$114K	0.88%	33
2021 Q3	$1.82M	Buy	4,616 +21	+0.5%	+$8.52K	0.9%	31
2021 Q2	$1.81M	Sell	4,595 -822	-15%	-$316K	0.96%	25
2021 Q1	$1.97M	Sell	5,417 -224	-4%	-$79.4K	1.24%	22
2020 Q4	$1.94M	Buy	5,641 +93	+2%	+$30.3K	1.34%	21
2020 Q3	$1.71M	Sell	5,548 -1,179	-18%	-$359K	1.42%	21
2020 Q2	$1.91M	Buy	6,727 +887	+15%	+$239K	1.66%	19
2020 Q1	$1.38M	Buy	+5,840	New	+$1.64M	1.4%	18
2019 Q2	–	Sell	-414	Closed	-$107K	–	463
2019 Q1	$107K	Buy	414 +140	+51%	+$35K	0.08%	155
2018 Q4	$63K	Hold	274	–	–	0.05%	186
2018 Q3	$73K	Hold	274	–	–	0.05%	186
2018 Q2	$68K	Sell	274 -182	-40%	-$45.2K	0.05%	194
2018 Q1	$110K	Buy	+456	New	+$114K	0.08%	141

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

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

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwest Wealth Management's VOO Position: Q2 2026 in Review

Northwest Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q2 2026, buying an estimated $33.3K and bringing the position to 3,180 shares worth $2.18M. The position accounts for 0.29% of the portfolio, ranked #53.

Northwest Wealth Management first reported a position in VOO in Q1 2018 and has held it in 31 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Northwest Wealth Management held 3,180 shares of Vanguard S&P 500 ETF worth $2.18M as of Q2 2026.
Northwest Wealth Management bought 50 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $33.3K.
Vanguard S&P 500 ETF made up 0.29% of Northwest Wealth Management's portfolio in Q2 2026, its #53 holding.
Northwest Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 31 quarters since.
1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.