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 Q3	$46.9M	Buy	66,930 +991	+2%	+$692K	4.37%	3
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

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

NWF Advisory Services's VOO Position: Q3 2026 in Review

NWF Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q3 2026, buying an estimated $692K and bringing the position to 66,930 shares worth $46.9M. The position accounts for 4.37% of the portfolio, ranked #3.

NWF Advisory Services first reported a position in VOO in Q1 2023 and has held it in 15 quarters since. 940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

NWF Advisory Services held 66,930 shares of Vanguard S&P 500 ETF worth $46.9M as of Q3 2026.
NWF Advisory Services bought 991 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $692K.
Vanguard S&P 500 ETF made up 4.37% of NWF Advisory Services's portfolio in Q3 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 15 quarters since.
940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.