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Enterprise Bank & Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

Enterprise Bank & Trust’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
2025
Q2 		$1.58M Sell
2,789
-71
-2% -$37.3K 0.59% 43
2025
Q1 		$1.47M Buy
2,860
+97
+4% +$52.4K 0.57% 43
2024
Q4 		$1.49M Buy
2,763
+36
+1% +$19.5K 0.49% 45
2024
Q3 		$1.44M Buy
2,727
+241
+10% +$123K 0.46% 50
2024
Q2 		$1.24M Sell
2,486
-19
-0.8% -$9.14K 0.42% 50
2024
Q1 		$1.2M Sell
2,505
-20
-0.8% -$9.15K 0.41% 51
2023
Q4 		$1.1M Hold
2,525
– – 0.39% 54
2023
Q3 		$992K Sell
2,525
-18
-0.7% -$7.36K 0.41% 53
2023
Q2 		$1.04M Sell
2,543
-335
-12% -$129K 0.4% 53
2023
Q1 		$1.08M Buy
2,878
+285
+11% +$105K 0.47% 49
2022
Q4 		$911K Hold
2,593
– – 0.43% 59
2022
Q3 		$851K Hold
2,593
– – 0.44% 57
2022
Q2 		$899K Sell
2,593
-1
-0% -$377 0.41% 60
2022
Q1 		$1.08M Sell
2,594
-15
-0.6% -$6.14K 0.42% 58
2021
Q4 		$1.14M Sell
2,609
-71
-3% -$30K 0.4% 58
2021
Q3 		$1.06M Buy
2,680
+133
+5% +$54K 0.42% 58
2021
Q2 		$1M Sell
2,547
-10
-0.4% -$3.84K 0.4% 61
2021
Q1 		$931K Sell
2,557
-56
-2% -$19.9K 0.39% 57
2020
Q4 		$898K Sell
2,613
-840
-24% -$274K 0.39% 59
2020
Q3 		$1.06M Buy
3,453
+337
+11% +$103K 0.5% 52
2020
Q2 		$883K Buy
3,116
+2,129
+216% +$573K 0.44% 56
2020
Q1 		$234K Sell
987
-38,525
-98% -$10.8M 0.14% 72
2019
Q4 		$11.7M Buy
39,512
+32
+0.1% +$9.05K 5.25% 3
2019
Q3 		$10.8M Buy
39,480
+5,100
+15% +$1.38M 5.23% 3
2019
Q2 		$9.25M Sell
34,380
-3,748
-10% -$992K 4.77% 3
2019
Q1 		$9.9M Buy
+38,128
New +$9.52M 4.06% 5

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Enterprise Bank & Trust's VOO Position: Q2 2025 in Review

Enterprise Bank & Trust reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q2 2025, selling an estimated $37.3K and leaving 2,789 shares worth $1.58M. The position accounts for 0.59% of the portfolio, ranked #43.

Enterprise Bank & Trust first reported a position in VOO in Q1 2019 and has held it in 26 quarters since. The position peaked at $11.7M in Q4 2019. 3,384 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Enterprise Bank & Trust held 2,789 shares of Vanguard S&P 500 ETF worth $1.58M as of Q2 2025.
  • Enterprise Bank & Trust sold 71 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $37.3K.
  • Vanguard S&P 500 ETF made up 0.59% of Enterprise Bank & Trust's portfolio in Q2 2025, its #43 holding.
  • Enterprise Bank & Trust first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 26 quarters since.
  • Enterprise Bank & Trust's Vanguard S&P 500 ETF position peaked at $11.7M in Q4 2019.
  • 3,384 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.