TrueNorth Wealth & Impact, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$2.98M	Buy	+4,251	New	+$2.97M	1.13%	21

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's VOO Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q3 2026: 4,251 shares worth $2.98M. The stake represents 1.13% of the portfolio and ranks #21 among its holdings.

3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 4,251 shares of Vanguard S&P 500 ETF worth $2.98M as of Q3 2026.
Vanguard S&P 500 ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard S&P 500 ETF made up 1.13% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #21 holding.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.