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

Novare Capital 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 Q1	$847K	Sell	1,417 -111	-7%	-$69.4K	0.07%	117
2025 Q4	$958K	Sell	1,528 -1,663	-52%	-$1.03M	0.07%	114
2025 Q3	$1.95M	Sell	3,191 -95	-3%	-$56K	0.15%	89
2025 Q2	$1.87M	Hold	3,286	–	–	0.15%	95
2025 Q1	$1.69M	Hold	3,286	–	–	0.15%	98
2024 Q4	$1.77M	Buy	3,286 +144	+5%	+$78K	0.15%	95
2024 Q3	$1.66M	Buy	3,142 +27	+0.9%	+$13.7K	0.14%	95
2024 Q2	$1.56M	Sell	3,115 -41	-1%	-$19.7K	0.14%	97
2024 Q1	$1.52M	Buy	+3,156	New	+$1.44M	0.14%	100
2022 Q4	–	Sell	-1,236	Closed	-$406K	–	183
2022 Q3	$406K	Buy	+1,236	New	+$451K	0.05%	124

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

Novare Capital Management's VOO Position: Q1 2026 in Review

Novare Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 7.3% in Q1 2026, selling an estimated $69.4K and leaving 1,417 shares worth $847K. The position accounts for 0.07% of the portfolio, ranked #117.

Novare Capital Management first reported a position in VOO in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.95M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Novare Capital Management held 1,417 shares of Vanguard S&P 500 ETF worth $847K as of Q1 2026.
Novare Capital Management sold 111 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $69.4K.
Vanguard S&P 500 ETF made up 0.07% of Novare Capital Management's portfolio in Q1 2026, its #117 holding.
Novare Capital Management first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 10 quarters since.
Novare Capital Management's Vanguard S&P 500 ETF position peaked at $1.95M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.