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N.E.W. Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

N.E.W. Advisory Services’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
Q1 		$17.7M Buy
29,690
+1,798
+6% +$1.12M 1.33% 17
2025
Q4 		$17.5M Buy
27,892
+2,589
+10% +$1.61M 1.29% 18
2025
Q3 		$15.5M Buy
25,303
+1,481
+6% +$873K 1.38% 17
2025
Q2 		$13.5M Sell
23,822
-651
-3% -$342K 1.31% 17
2025
Q1 		$12.6M Buy
24,473
+3,921
+19% +$2.12M 0.96% 25
2024
Q4 		$11.1M Buy
20,552
+2,399
+13% +$1.3M 1.05% 20
2024
Q3 		$9.58M Buy
18,153
+1,391
+8% +$707K 0.94% 24
2024
Q2 		$8.38M Buy
16,762
+658
+4% +$317K 0.9% 25
2024
Q1 		$7.74M Buy
16,104
+4,859
+43% +$2.22M 0.86% 23
2023
Q4 		$4.91M Buy
11,245
+192
+2% +$78.6K 0.59% 30
2023
Q3 		$4.34M Buy
11,053
+3,509
+47% +$1.43M 0.62% 29
2023
Q2 		$3.07M Buy
7,544
+724
+11% +$279K 0.43% 33
2023
Q1 		$2.56M Buy
6,820
+433
+7% +$159K 0.37% 36
2022
Q4 		$2.24M Buy
6,387
+2,155
+51% +$761K 0.35% 37
2022
Q3 		$1.39M Buy
4,232
+1,394
+49% +$509K 0.25% 41
2022
Q2 		$984K Buy
2,838
+1,105
+64% +$416K 0.17% 53
2022
Q1 		$632K Sell
1,733
-219
-11% -$89.7K 0.12% 72
2021
Q4 		$852K Buy
1,952
+37
+2% +$15.6K 0.13% 62
2021
Q3 		$755K Buy
1,915
+1
+0.1% +$406 0.12% 66
2021
Q2 		$754K Buy
1,914
+181
+10% +$69.5K 0.13% 69
2021
Q1 		$639K Sell
1,733
-21
-1% -$7.45K 0.12% 72
2020
Q4 		$602K Hold
1,754
– – 0.13% 79
2020
Q3 		$540K Buy
1,754
+33
+2% +$10.1K 0.15% 56
2020
Q2 		$488K Buy
+1,721
New +$463K 0.15% 55
2019
Q4 		$512K Buy
+1,727
New +$489K 0.17% 55

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

N.E.W. Advisory Services's VOO Position: Q1 2026 in Review

N.E.W. Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 6.4% in Q1 2026, buying an estimated $1.12M and bringing the position to 29,690 shares worth $17.7M. The position accounts for 1.33% of the portfolio, ranked #17.

N.E.W. Advisory Services first reported a position in VOO in Q4 2019 and has held it in 25 quarters since. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • N.E.W. Advisory Services held 29,690 shares of Vanguard S&P 500 ETF worth $17.7M as of Q1 2026.
  • N.E.W. Advisory Services bought 1,798 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.12M.
  • Vanguard S&P 500 ETF made up 1.33% of N.E.W. Advisory Services's portfolio in Q1 2026, its #17 holding.
  • N.E.W. Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.