NovaPoint Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

NovaPoint Capital’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	$518K	Buy	+755	New	+$503K	0.11%	98
2025 Q4	–	Sell	-733	Closed	-$449K	–	141
2025 Q3	$449K	Buy	+733	New	+$432K	0.11%	99
2025 Q2	–	Sell	-708	Closed	-$364K	–	130
2025 Q1	$364K	Hold	708	–	–	0.11%	106
2024 Q4	$381K	Buy	708 +21	+3%	+$11.4K	0.12%	100
2024 Q3	$363K	Hold	687	–	–	0.11%	102
2024 Q2	$344K	Buy	687 +23	+3%	+$11.1K	0.12%	107
2024 Q1	$319K	Buy	+664	New	+$304K	0.11%	106

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

NovaPoint Capital's VOO Position: Q2 2026 in Review

NovaPoint Capital opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 755 shares worth $518K. The stake represents 0.11% of the portfolio and ranks #98 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in VOO as recently as Q3 2025.

NovaPoint Capital first reported a position in VOO in Q1 2024 and has held it in 7 quarters since. 3,993 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

NovaPoint Capital held 755 shares of Vanguard S&P 500 ETF worth $518K as of Q2 2026.
Vanguard S&P 500 ETF was a new NovaPoint Capital position in Q2 2026.
Vanguard S&P 500 ETF made up 0.11% of NovaPoint Capital's portfolio in Q2 2026, its #98 holding.
NovaPoint Capital first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 7 quarters since.
3,993 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.