FUBT
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First United Bank & Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

First United 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
2026
Q2 		$12.6M Sell
18,402
-108
-0.6% -$72K 3.64% 3
2026
Q1 		$11.1M Sell
18,510
-2,144
-10% -$1.34M 3.59% 4
2025
Q4 		$13M Buy
20,654
+1,103
+6% +$685K 4.13% 3
2025
Q3 		$12M Sell
19,551
-5
-0% -$2.95K 3.89% 3
2025
Q2 		$11.1M Buy
19,556
+1,773
+10% +$932K 3.87% 3
2025
Q1 		$9.14M Buy
17,783
+109
+0.6% +$58.9K 3.41% 3
2024
Q4 		$9.52M Sell
17,674
-99
-0.6% -$53.6K 3.46% 5
2024
Q3 		$9.38M Buy
17,773
+825
+5% +$419K 3.37% 3
2024
Q2 		$8.48M Sell
16,948
-183
-1% -$88.1K 3.15% 5
2024
Q1 		$8.23M Sell
17,131
-203
-1% -$92.9K 3.05% 4
2023
Q4 		$7.57M Buy
17,334
+897
+5% +$367K 3.02% 4
2023
Q3 		$6.45M Sell
16,437
-452
-3% -$185K 3% 5
2023
Q2 		$6.88M Sell
16,889
-890
-5% -$343K 3.06% 5
2023
Q1 		$6.69M Sell
17,779
-1,931
-10% -$708K 3.14% 5
2022
Q4 		$6.92M Sell
19,710
-112
-0.6% -$39.6K 3.38% 5
2022
Q3 		$6.51M Sell
19,822
-402
-2% -$147K 3.27% 5
2022
Q2 		$7.01M Buy
20,224
+720
+4% +$271K 3.22% 5
2022
Q1 		$8.1M Buy
19,504
+882
+5% +$361K 3.18% 4
2021
Q4 		$8.13M Buy
18,622
+1,427
+8% +$602K 3% 4
2021
Q3 		$6.78M Buy
17,195
+740
+4% +$300K 2.76% 4
2021
Q2 		$6.47M Sell
16,455
-953
-5% -$366K 2.71% 4
2021
Q1 		$6.34M Sell
17,408
-563
-3% -$200K 2.71% 4
2020
Q4 		$6.18M Sell
17,971
-835
-4% -$272K 2.98% 4
2020
Q3 		$5.79M Sell
18,806
-5,553
-23% -$1.69M 3.24% 4
2020
Q2 		$6.9M Sell
24,359
-822
-3% -$221K 4.08% 2
2020
Q1 		$5.96M Buy
25,181
+2,992
+13% +$838K 4.26% 2
2019
Q4 		$6.56M Buy
22,189
+2,256
+11% +$638K 3.78% 4
2019
Q3 		$5.43M Buy
19,933
+548
+3% +$149K 3.41% 4
2019
Q2 		$5.22M Buy
19,385
+499
+3% +$132K 3.08% 4
2019
Q1 		$4.9M Buy
18,886
+50
+0.3% +$12.5K 3.02% 4
2018
Q4 		$4.33M Buy
18,836
+570
+3% +$141K 3.04% 4
2018
Q3 		$4.88M Buy
18,266
+1,110
+6% +$290K 3.06% 3
2018
Q2 		$4.28M Buy
17,156
+490
+3% +$122K 2.84% 4
2018
Q1 		$4.03M Buy
16,666
+532
+3% +$133K 2.65% 5
2017
Q4 		$3.96M Buy
16,134
+304
+2% +$72.7K 2.58% 6
2017
Q3 		$3.65M Buy
15,830
+1,715
+12% +$388K 2.45% 7
2017
Q2 		$3.13M Buy
14,115
+135
+1% +$29.7K 2.12% 7
2017
Q1 		$3.02M Sell
13,980
-1,660
-11% -$354K 2.12% 7
2016
Q4 		$3.21M Buy
+15,640
New +$3.14M 2.42% 6

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First United Bank & Trust's VOO Position: Q2 2026 in Review

First United Bank & Trust reduced its Vanguard S&P 500 ETF (VOO) stake by 0.58% in Q2 2026, selling an estimated $72K and leaving 18,402 shares worth $12.6M. The position accounts for 3.64% of the portfolio, ranked #3.

First United Bank & Trust first reported a position in VOO in Q4 2016 and has held it in 39 quarters since. The position peaked at $13M in Q4 2025. 1,026 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • First United Bank & Trust held 18,402 shares of Vanguard S&P 500 ETF worth $12.6M as of Q2 2026.
  • First United Bank & Trust sold 108 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $72K.
  • Vanguard S&P 500 ETF made up 3.64% of First United Bank & Trust's portfolio in Q2 2026, its #3 holding.
  • First United Bank & Trust first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 39 quarters since.
  • First United Bank & Trust's Vanguard S&P 500 ETF position peaked at $13M in Q4 2025.
  • 1,026 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.