First National Bank of Mount Dora’s Vanguard S&P 500 ETF VOO Stock Holding History

First National Bank of Mount Dora’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	$860K	Hold	1,252	–	–	0.17%	79
2026 Q1	$748K	Hold	1,252	–	–	0.16%	82
2025 Q4	$785K	Hold	1,252	–	–	0.17%	79
2025 Q3	$767K	Hold	1,252	–	–	0.17%	79
2025 Q2	$711K	Hold	1,252	–	–	0.16%	81
2025 Q1	$643K	Sell	1,252 -136	-10%	-$73.5K	0.16%	85
2024 Q4	$748K	Sell	1,388 -1,443	-51%	-$782K	0.18%	83
2024 Q3	$1.49M	Buy	2,831 +1,579	+126%	+$803K	0.34%	67
2024 Q2	$626K	Buy	1,252 +200	+19%	+$96.2K	0.15%	92
2024 Q1	$506K	Hold	1,052	–	–	0.12%	100
2023 Q4	$460K	Hold	1,052	–	–	0.12%	92
2023 Q3	$413K	Buy	1,052 +35	+3%	+$14.3K	0.12%	95
2023 Q2	$414K	Buy	+1,017	New	+$392K	0.12%	94

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

First National Bank of Mount Dora's VOO Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,252 shares worth $860K. The position accounts for 0.17% of the portfolio, ranked #79.

First National Bank of Mount Dora first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.49M in Q3 2024. 2,301 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

First National Bank of Mount Dora held 1,252 shares of Vanguard S&P 500 ETF worth $860K as of Q2 2026.
First National Bank of Mount Dora left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.17% of First National Bank of Mount Dora's portfolio in Q2 2026, its #79 holding.
First National Bank of Mount Dora first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
First National Bank of Mount Dora's Vanguard S&P 500 ETF position peaked at $1.49M in Q3 2024.
2,301 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.