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Old North State Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Old North State Wealth Management’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 		$1.9M Sell
2,760
-200
-7% -$133K 0.81% 37
2026
Q1 		$1.77M Buy
2,960
+9
+0.3% +$5.63K 0.82% 38
2025
Q4 		$1.85M Buy
2,951
+27
+0.9% +$16.8K 0.87% 38
2025
Q3 		$1.79M Buy
2,924
+31
+1% +$18.3K 0.84% 37
2025
Q2 		$1.65M Buy
2,893
+1,819
+169% +$956K 0.86% 38
2025
Q1 		$554K Sell
1,074
-34
-3% -$18.4K 0.31% 61
2024
Q4 		$600K Buy
1,108
+147
+15% +$79.6K 0.34% 54
2024
Q3 		$508K Buy
961
+29
+3% +$14.7K 0.28% 55
2024
Q2 		$468K Hold
932
– – 0.31% 54
2024
Q1 		$449K Buy
932
+31
+3% +$14.2K 0.29% 55
2023
Q4 		$394K Buy
+901
New +$369K 0.29% 57

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
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
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
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Old North State Wealth Management's VOO Position: Q2 2026 in Review

Old North State Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q2 2026, selling an estimated $133K and leaving 2,760 shares worth $1.9M. The position accounts for 0.81% of the portfolio, ranked #37.

Old North State Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 910 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Old North State Wealth Management held 2,760 shares of Vanguard S&P 500 ETF worth $1.9M as of Q2 2026.
  • Old North State Wealth Management sold 200 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $133K.
  • Vanguard S&P 500 ETF made up 0.81% of Old North State Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Old North State Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 910 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.