NWF Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

NWF Advisory 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 Q2	$45.3M	Buy	65,939 +344	+0.5%	+$229K	4.26%	3
2026 Q1	$39.2M	Sell	65,595 -1,383	-2%	-$865K	4.43%	1
2025 Q4	$42M	Sell	66,978 -1,923	-3%	-$1.2M	4.64%	1
2025 Q3	$42.2M	Sell	68,901 -2,756	-4%	-$1.62M	4.63%	1
2025 Q2	$40.7M	Buy	71,657 +3,303	+5%	+$1.74M	4.85%	1
2025 Q1	$35.1M	Buy	68,354 +542	+0.8%	+$293K	4.93%	2
2024 Q4	$36.5M	Buy	67,812 +381	+0.6%	+$206K	5.35%	2
2024 Q3	$35.6M	Buy	67,431 +349	+0.5%	+$177K	5.17%	1
2024 Q2	$33.5M	Buy	67,082 +1,100	+2%	+$529K	5.34%	1
2024 Q1	$31.7M	Buy	65,982 +3,933	+6%	+$1.8M	5.3%	1
2023 Q4	$27.1M	Buy	62,049 +3,594	+6%	+$1.47M	5.39%	1
2023 Q3	$23M	Buy	58,455 +1,531	+3%	+$626K	5.4%	3
2023 Q2	$23.2M	Hold	56,924	–	–	5.37%	2
2023 Q1	$23.2M	Buy	+56,924	New	+$20.9M	5.38%	2

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

NWF Advisory Services's VOO Position: Q2 2026 in Review

NWF Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.52% in Q2 2026, buying an estimated $229K and bringing the position to 65,939 shares worth $45.3M. The position accounts for 4.26% of the portfolio, ranked #3.

NWF Advisory Services first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

NWF Advisory Services held 65,939 shares of Vanguard S&P 500 ETF worth $45.3M as of Q2 2026.
NWF Advisory Services bought 344 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $229K.
Vanguard S&P 500 ETF made up 4.26% of NWF Advisory Services's portfolio in Q2 2026, its #3 holding.
NWF Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.