Canandaigua National Trust of Florida’s Vanguard S&P 500 ETF VOO Stock Holding History

Canandaigua National Trust of Florida’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 Q1	$274K	Sell	458 -181	-28%	-$113K	0.22%	93
2025 Q4	$401K	Buy	639 +181	+40%	+$112K	0.25%	90
2025 Q3	$280K	Sell	458 -181	-28%	-$107K	0.22%	88
2025 Q2	$363K	Buy	639 +175	+38%	+$92K	0.26%	93
2025 Q1	$238K	Buy	+464	New	+$251K	0.21%	93

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Canandaigua National Trust of Florida's VOO Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its Vanguard S&P 500 ETF (VOO) stake by 28% in Q1 2026, selling an estimated $113K and leaving 458 shares worth $274K. The position accounts for 0.22% of the portfolio, ranked #93.

Canandaigua National Trust of Florida first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $401K in Q4 2025. 3,843 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Canandaigua National Trust of Florida held 458 shares of Vanguard S&P 500 ETF worth $274K as of Q1 2026.
Canandaigua National Trust of Florida sold 181 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $113K.
Vanguard S&P 500 ETF made up 0.22% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #93 holding.
Canandaigua National Trust of Florida first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Canandaigua National Trust of Florida's Vanguard S&P 500 ETF position peaked at $401K in Q4 2025.
3,843 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.