Nabity-Jensen Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Nabity-Jensen Investment Management’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	$413K	Sell	601 -3	-0.5%	-$2K	0.25%	55
2026 Q1	$361K	Sell	604 -4	-0.7%	-$2.5K	0.25%	58
2025 Q4	$381K	Sell	608 -96	-14%	-$59.7K	0.26%	52
2025 Q3	$431K	Buy	704 +1	+0.1%	+$589	0.3%	49
2025 Q2	$399K	Sell	703 -6,320	-90%	-$3.32M	0.29%	48
2025 Q1	$361K	Buy	7,023 +6,322	+902%	+$3.42M	0.29%	51
2024 Q4	$378K	Buy	701 +23	+3%	+$12.5K	0.29%	52
2024 Q3	$358K	Buy	678 +2	+0.3%	+$1.02K	0.27%	52
2024 Q2	$338K	Hold	676	–	–	0.28%	52
2024 Q1	$325K	Sell	676 -11	-2%	-$5.03K	0.27%	53
2023 Q4	$300K	Buy	+687	New	+$281K	0.27%	52

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 22.9% 1-Year Est. Return

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

Nabity-Jensen Investment Management's VOO Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.5% in Q2 2026, selling an estimated $2K and leaving 601 shares worth $413K. The position accounts for 0.25% of the portfolio, ranked #55.

Nabity-Jensen Investment Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $431K in Q3 2025. 4,020 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Nabity-Jensen Investment Management held 601 shares of Vanguard S&P 500 ETF worth $413K as of Q2 2026.
Nabity-Jensen Investment Management sold 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
Vanguard S&P 500 ETF made up 0.25% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #55 holding.
Nabity-Jensen Investment Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
Nabity-Jensen Investment Management's Vanguard S&P 500 ETF position peaked at $431K in Q3 2025.
4,020 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.