Novus Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Novus Advisors’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	$499K	Sell	727 -5	-0.7%	-$3.33K	1.04%	29
2026 Q1	$437K	Buy	732 +21	+3%	+$13.1K	0.98%	32
2025 Q4	$446K	Sell	711 -8	-1%	-$4.97K	1%	29
2025 Q3	$440K	Sell	719 -564	-44%	-$332K	1.01%	30
2025 Q2	$729K	Sell	1,283 -406	-24%	-$213K	1.11%	31
2025 Q1	$868K	Buy	1,689 +517	+44%	+$279K	0.88%	29
2024 Q4	$631K	Buy	+1,172	New	+$635K	0.63%	46

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Novus Advisors's VOO Position: Q2 2026 in Review

Novus Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.68% in Q2 2026, selling an estimated $3.33K and leaving 727 shares worth $499K. The position accounts for 1.04% of the portfolio, ranked #29.

Novus Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $868K in Q1 2025. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Novus Advisors held 727 shares of Vanguard S&P 500 ETF worth $499K as of Q2 2026.
Novus Advisors sold 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
Vanguard S&P 500 ETF made up 1.04% of Novus Advisors's portfolio in Q2 2026, its #29 holding.
Novus Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Novus Advisors's Vanguard S&P 500 ETF position peaked at $868K in Q1 2025.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Novus Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.