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Williams & Novak’s Vanguard S&P 500 ETF VOO Stock Holding History

Williams & Novak’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 		$1.44M Buy
2,098
+346
+20% +$231K 0.95% 31
2026
Q1 		$1.06M Buy
1,752
+70
+4% +$43.8K 0.79% 31
2025
Q4 		$1.05M Buy
1,682
+50
+3% +$31.1K 0.79% 32
2025
Q3 		$999K Sell
1,632
-6
-0.4% -$3.54K 0.77% 36
2025
Q2 		$930K Hold
1,638
– – 0.79% 38
2025
Q1 		$845K Sell
1,638
-82
-5% -$44.3K 0.83% 34
2024
Q4 		$927K Buy
1,720
+32
+2% +$17.3K 0.89% 30
2024
Q3 		$891K Sell
1,688
-150
-8% -$76.2K 0.83% 34
2024
Q2 		$919K Sell
1,838
-221
-11% -$106K 0.86% 33
2024
Q1 		$899K Hold
2,059
– – 1.02% 32
2023
Q4 		$899K Buy
+2,059
New +$843K 1.02% 32

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

Williams & Novak's VOO Position: Q2 2026 in Review

Williams & Novak increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q2 2026, buying an estimated $231K and bringing the position to 2,098 shares worth $1.44M. The position accounts for 0.95% of the portfolio, ranked #31.

Williams & Novak first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Williams & Novak held 2,098 shares of Vanguard S&P 500 ETF worth $1.44M as of Q2 2026.
  • Williams & Novak bought 346 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $231K.
  • Vanguard S&P 500 ETF made up 0.95% of Williams & Novak's portfolio in Q2 2026, its #31 holding.
  • Williams & Novak first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.