First National Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

First National Advisers’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	$4.28M	Buy	6,233 +95	+2%	+$63.3K	0.6%	37
2026 Q1	$3.67M	Buy	6,138 +233	+4%	+$146K	0.54%	47
2025 Q4	$3.7M	Buy	5,905 +304	+5%	+$189K	0.51%	49
2025 Q3	$3.43M	Sell	5,601 -66	-1%	-$38.9K	0.47%	61
2025 Q2	$3.22M	Sell	5,667 -12	-0.2%	-$6.31K	0.47%	61
2025 Q1	$2.92M	Buy	5,679 +695	+14%	+$376K	0.47%	61
2024 Q4	$2.69M	Sell	4,984 -233	-4%	-$126K	0.43%	74
2024 Q3	$2.75M	Sell	5,217 -393	-7%	-$200K	0.44%	75
2024 Q2	$2.81M	Sell	5,610 -3,893	-41%	-$1.87M	0.51%	60
2024 Q1	$4.57M	Buy	9,503 +758	+9%	+$347K	1.02%	19
2023 Q4	$3.82M	Buy	+8,745	New	+$3.58M	1.1%	18

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

First National Advisers's VOO Position: Q2 2026 in Review

First National Advisers increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, buying an estimated $63.3K and bringing the position to 6,233 shares worth $4.28M. The position accounts for 0.6% of the portfolio, ranked #37.

First National Advisers first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.57M in Q1 2024. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

First National Advisers held 6,233 shares of Vanguard S&P 500 ETF worth $4.28M as of Q2 2026.
First National Advisers bought 95 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $63.3K.
Vanguard S&P 500 ETF made up 0.6% of First National Advisers's portfolio in Q2 2026, its #37 holding.
First National Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
First National Advisers's Vanguard S&P 500 ETF position peaked at $4.57M in Q1 2024.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.