Williams & Novak
VOO icon

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
Q3 		$1.63M Buy
2,324
+226
+11% +$158K 0.96% 31
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Country Trust Bank
Country Trust Bank Bloomington, Illinois $5.78B AUM 19.9% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Williams & Novak's VOO Position: Q3 2026 in Review

Williams & Novak increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q3 2026, buying an estimated $158K and bringing the position to 2,324 shares worth $1.63M. The position accounts for 0.96% of the portfolio, ranked #31.

Williams & Novak first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. 1,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Williams & Novak held 2,324 shares of Vanguard S&P 500 ETF worth $1.63M as of Q3 2026.
  • Williams & Novak bought 226 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $158K.
  • Vanguard S&P 500 ETF made up 0.96% of Williams & Novak's portfolio in Q3 2026, its #31 holding.
  • Williams & Novak first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.