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 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

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

NWF Advisory Services's VOO Position: Q1 2026 in Review

NWF Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, selling an estimated $865K and leaving 65,595 shares worth $39.2M. The position accounts for 4.43% of the portfolio, ranked #1.

NWF Advisory Services first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $42.2M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

NWF Advisory Services held 65,595 shares of Vanguard S&P 500 ETF worth $39.2M as of Q1 2026.
NWF Advisory Services sold 1,383 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $865K.
Vanguard S&P 500 ETF made up 4.43% of NWF Advisory Services's portfolio in Q1 2026, its #1 holding.
NWF Advisory Services first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Vanguard S&P 500 ETF position peaked at $42.2M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.