Novak & Powell Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Novak & Powell Financial Services’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 Q1	$318K	Hold	532	–	–	0.17%	119
2025 Q4	$334K	Hold	532	–	–	0.17%	108
2025 Q3	$326K	Hold	532	–	–	0.17%	114
2025 Q2	$302K	Buy	532 +14	+3%	+$7.36K	0.21%	102
2025 Q1	$266K	Buy	518 +1	+0.2%	+$541	0.17%	119
2024 Q4	$279K	Hold	517	–	–	0.17%	112
2024 Q3	$273K	Buy	517 +4	+0.8%	+$2.03K	0.16%	119
2024 Q2	$257K	Buy	513 +9	+2%	+$4.33K	0.16%	113
2024 Q1	$242K	Sell	504 -13	-3%	-$5.95K	0.18%	114
2023 Q4	$226K	Buy	+517	New	+$212K	0.15%	121

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Novak & Powell Financial Services's VOO Position: Q1 2026 in Review

Novak & Powell Financial Services held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 532 shares worth $318K. The position accounts for 0.17% of the portfolio, ranked #119.

Novak & Powell Financial Services first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $334K in Q4 2025. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Novak & Powell Financial Services held 532 shares of Vanguard S&P 500 ETF worth $318K as of Q1 2026.
Novak & Powell Financial Services left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.17% of Novak & Powell Financial Services's portfolio in Q1 2026, its #119 holding.
Novak & Powell Financial Services first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Novak & Powell Financial Services's Vanguard S&P 500 ETF position peaked at $334K in Q4 2025.
3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.