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Novem Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Novem Group’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 		$3.39M Buy
4,938
+116
+2% +$77.3K 0.34% 72
2026
Q1 		$2.88M Buy
4,822
+392
+9% +$245K 0.33% 69
2025
Q4 		$2.78M Sell
4,430
-235
-5% -$146K 0.32% 73
2025
Q3 		$2.86M Buy
4,665
+265
+6% +$156K 0.33% 70
2025
Q2 		$2.5M Buy
4,400
+1,265
+40% +$665K 0.31% 72
2025
Q1 		$1.61M Buy
3,135
+516
+20% +$279K 0.23% 82
2024
Q4 		$1.41M Buy
+2,619
New +$1.42M 0.21% 87

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
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
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Novem Group's VOO Position: Q2 2026 in Review

Novem Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $77.3K and bringing the position to 4,938 shares worth $3.39M. The position accounts for 0.34% of the portfolio, ranked #72.

Novem Group first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,150 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Novem Group held 4,938 shares of Vanguard S&P 500 ETF worth $3.39M as of Q2 2026.
  • Novem Group bought 116 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $77.3K.
  • Vanguard S&P 500 ETF made up 0.34% of Novem Group's portfolio in Q2 2026, its #72 holding.
  • Novem Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.