NGA
VOO icon

Naples Global Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Naples Global Advisors’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 		$24.2M Buy
40,474
+322
+0.8% +$201K 1.76% 8
2025
Q4 		$25.2M Sell
40,152
-575
-1% -$357K 1.88% 6
2025
Q3 		$25M Buy
40,727
+192
+0.5% +$113K 1.95% 6
2025
Q2 		$23.1M Buy
40,535
+706
+2% +$371K 1.99% 6
2025
Q1 		$20.5M Buy
39,829
+773
+2% +$418K 1.94% 5
2024
Q4 		$21M Buy
39,056
+1,540
+4% +$834K 1.97% 5
2024
Q3 		$19.9M Buy
37,516
+757
+2% +$385K 1.85% 5
2024
Q2 		$18.4M Buy
36,759
+404
+1% +$194K 1.85% 6
2024
Q1 		$17.5M Buy
36,355
+328
+0.9% +$150K 1.79% 5
2023
Q4 		$15.7M Buy
36,027
+118
+0.3% +$48.3K 1.73% 5
2023
Q3 		$14.2M Buy
35,909
+607
+2% +$248K 1.72% 3
2023
Q2 		$14.4M Sell
35,302
-50
-0.1% -$19.3K 1.69% 3
2023
Q1 		$13.3M Buy
35,352
+2,563
+8% +$940K 1.66% 4
2022
Q4 		$11.5M Buy
+32,789
New +$11.6M 1.46% 5
2022
Q2 		– Sell
-514
Closed -$213K – 394
2022
Q1 		$213K Hold
514
– – 0.02% 379
2021
Q4 		$224K Sell
514
-55
-10% -$23.2K 0.03% 377
2021
Q3 		$224K Sell
569
-620
-52% -$252K 0.03% 364
2021
Q2 		$468K Sell
1,189
-10
-0.8% -$3.84K 0.07% 274
2021
Q1 		$437K Sell
1,199
-135
-10% -$47.9K 0.07% 274
2020
Q4 		$458K Buy
1,334
+79
+6% +$25.8K 0.08% 255
2020
Q3 		$386K Sell
1,255
-10
-0.8% -$3.05K 0.08% 247
2020
Q2 		$359K Hold
1,265
– – 0.08% 254
2020
Q1 		$300K Buy
1,265
+185
+17% +$51.8K 0.08% 248
2019
Q4 		$319K Buy
1,080
+47
+5% +$13.3K 0.07% 267
2019
Q3 		$282K Sell
1,033
-75
-7% -$20.4K 0.07% 272
2019
Q2 		$298K Hold
1,108
– – 0.07% 264
2019
Q1 		$288K Hold
1,108
– – 0.07% 259
2018
Q4 		$264K Hold
1,108
– – 0.08% 260
2018
Q3 		$296K Sell
1,108
-115
-9% -$30.1K 0.08% 267
2018
Q2 		$305K Hold
1,223
– – 0.09% 254
2018
Q1 		$296K Buy
1,223
+3
+0.2% +$753 0.09% 251
2017
Q4 		$299K Sell
1,220
-20
-2% -$4.78K 0.09% 244
2017
Q3 		$286K Sell
1,240
-50
-4% -$11.3K 0.1% 239
2017
Q2 		$286K Hold
1,290
– – 0.1% 233
2017
Q1 		$279K Hold
1,290
– – 0.1% 234
2016
Q4 		$265K Buy
1,290
+25
+2% +$5.02K 0.1% 230
2016
Q3 		$251K Hold
1,265
– – 0.1% 235
2016
Q2 		$243K Sell
1,265
-10
-0.8% -$1.9K 0.1% 229
2016
Q1 		$240K Buy
1,275
+25
+2% +$4.47K 0.1% 232
2015
Q4 		$234K Hold
1,250
– – 0.11% 207
2015
Q3 		$220K Sell
1,250
-600
-32% -$112K 0.11% 213
2015
Q2 		$349K Hold
1,850
– – 0.17% 181
2015
Q1 		$350K Buy
1,850
+60
+3% +$11.4K 0.17% 186
2014
Q4 		$337K Buy
+1,790
New +$330K 0.18% 176

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

Naples Global Advisors's VOO Position: Q1 2026 in Review

Naples Global Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.8% in Q1 2026, buying an estimated $201K and bringing the position to 40,474 shares worth $24.2M. The position accounts for 1.76% of the portfolio, ranked #8.

Naples Global Advisors first reported a position in VOO in Q4 2014 and has held it in 44 quarters since. The position peaked at $25.2M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Naples Global Advisors held 40,474 shares of Vanguard S&P 500 ETF worth $24.2M as of Q1 2026.
  • Naples Global Advisors bought 322 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $201K.
  • Vanguard S&P 500 ETF made up 1.76% of Naples Global Advisors's portfolio in Q1 2026, its #8 holding.
  • Naples Global Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 44 quarters since.
  • Naples Global Advisors's Vanguard S&P 500 ETF position peaked at $25.2M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.