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Moody National Bank Trust Division’s Vanguard S&P 500 ETF VOO Stock Holding History

Moody National Bank Trust Division’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 		$68.6M Sell
99,885
-5,702
-5% -$3.8M 5.68% 2
2026
Q1 		$63.1M Buy
105,587
+2,883
+3% +$1.8M 6.01% 2
2025
Q4 		$64.4M Buy
102,704
+4,991
+5% +$3.1M 6.2% 1
2025
Q3 		$59.8M Buy
97,713
+6,372
+7% +$3.76M 5.05% 1
2025
Q2 		$51.9M Buy
91,341
+10,627
+13% +$5.59M 4.75% 1
2025
Q1 		$41.5M Buy
80,714
+17,231
+27% +$9.31M 4.32% 1
2024
Q4 		$34.2M Buy
63,483
+14,085
+29% +$7.63M 3.58% 4
2024
Q3 		$26.1M Buy
49,398
+23,562
+91% +$12M 2.79% 4
2024
Q2 		$12.9M Sell
25,836
-151
-0.6% -$72.7K 1% 7
2024
Q1 		$12.5M Sell
25,987
-173
-0.7% -$79.2K 0.98% 7
2023
Q4 		$11.4M Sell
26,160
-17,800
-40% -$7.29M 0.89% 8
2023
Q3 		$17.3M Buy
43,960
+8,457
+24% +$3.46M 1.12% 7
2023
Q2 		$14.5M Buy
35,503
+14,340
+68% +$5.53M 0.99% 7
2023
Q1 		$7.96M Sell
21,163
-139
-0.7% -$51K 0.68% 16
2022
Q4 		$7.48M Buy
21,302
+6,995
+49% +$2.47M 0.65% 17
2022
Q3 		$4.7M Buy
14,307
+1,805
+14% +$659K 0.49% 33
2022
Q2 		$4.34M Buy
12,502
+2,775
+29% +$1.05M 0.46% 32
2022
Q1 		$4.04M Hold
9,727
– – 0.13% 53
2021
Q4 		$4.25M Sell
9,727
-645
-6% -$272K 0.13% 61
2021
Q3 		$4.09M Sell
10,372
-18
-0.2% -$7.3K 0.06% 186
2021
Q2 		$4.09M Hold
10,390
– – 0.08% 195
2021
Q1 		$3.79M Hold
10,390
– – 0.09% 192
2020
Q4 		$3.57M Hold
10,390
– – 0.09% 186
2020
Q3 		$3.2M Sell
10,390
-116
-1% -$35.3K 0.1% 174
2020
Q2 		$2.98M Buy
10,506
+4,462
+74% +$1.2M 0.09% 170
2020
Q1 		$1.43M Buy
6,044
+4,068
+206% +$1.14M 0.05% 203
2019
Q4 		$584K Buy
1,976
+625
+46% +$177K 0.02% 268
2019
Q3 		$368K Buy
1,351
+86
+7% +$23.3K 0.01% 298
2019
Q2 		$340K Buy
1,265
+1,220
+2,711% +$323K 0.01% 307
2019
Q1 		$12K Buy
+45
New +$11.2K ﹤0.01% 622

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Moody National Bank Trust Division's VOO Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q2 2026, selling an estimated $3.8M and leaving 99,885 shares worth $68.6M. The position accounts for 5.68% of the portfolio, ranked #2.

Moody National Bank Trust Division first reported a position in VOO in Q1 2019 and has held it in 30 quarters since. 1,986 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Moody National Bank Trust Division held 99,885 shares of Vanguard S&P 500 ETF worth $68.6M as of Q2 2026.
  • Moody National Bank Trust Division sold 5,702 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.8M.
  • Vanguard S&P 500 ETF made up 5.68% of Moody National Bank Trust Division's portfolio in Q2 2026, its #2 holding.
  • Moody National Bank Trust Division first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,986 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.