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Nations Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Nations Financial Group’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 		$13.7M Buy
19,884
+753
+4% +$502K 0.65% 26
2026
Q1 		$11.4M Buy
19,131
+2,617
+16% +$1.64M 0.59% 29
2025
Q4 		$10.4M Buy
16,514
+10,271
+165% +$6.38M 0.55% 34
2025
Q3 		$3.82M Buy
6,243
+354
+6% +$209K 0.24% 100
2025
Q2 		$3.35M Buy
5,889
+198
+3% +$104K 0.23% 107
2025
Q1 		$2.92M Buy
5,691
+896
+19% +$484K 0.22% 117
2024
Q4 		$2.58M Buy
4,795
+84
+2% +$45.5K 0.19% 137
2024
Q3 		$2.49M Buy
4,711
+137
+3% +$69.6K 0.18% 135
2024
Q2 		$2.29M Sell
4,574
-7,261
-61% -$3.49M 0.19% 128
2024
Q1 		$5.69M Buy
11,835
+5,306
+81% +$2.43M 0.48% 42
2023
Q4 		$2.85M Buy
6,529
+2,480
+61% +$1.02M 0.26% 88
2023
Q3 		$1.59M Sell
4,049
-23,243
-85% -$9.5M 0.16% 153
2023
Q2 		$11.1M Buy
27,292
+8,266
+43% +$3.19M 1.09% 13
2023
Q1 		$7.16M Sell
19,026
-1,249
-6% -$458K 0.75% 21
2022
Q4 		$7.12M Buy
20,275
+16,389
+422% +$5.79M 0.8% 21
2022
Q3 		$1.28M Sell
3,886
-51
-1% -$18.6K 0.18% 136
2022
Q2 		$1.37M Buy
3,937
+437
+12% +$165K 0.18% 139
2022
Q1 		$1.45M Buy
3,500
+360
+11% +$147K 0.17% 140
2021
Q4 		$1.37M Buy
3,140
+234
+8% +$98.8K 0.18% 136
2021
Q3 		$1.15M Buy
2,906
+464
+19% +$188K 0.17% 150
2021
Q2 		$961K Sell
2,442
-130
-5% -$49.9K 0.16% 164
2021
Q1 		$937K Buy
2,572
+104
+4% +$36.9K 0.21% 133
2020
Q4 		$848K Buy
2,468
+412
+20% +$134K 0.22% 129
2020
Q3 		$633K Sell
2,056
-20
-1% -$6.09K 0.2% 146
2020
Q2 		$589K Sell
2,076
-800
-28% -$215K 0.21% 139
2020
Q1 		$681K Buy
2,876
+742
+35% +$208K 0.29% 103
2019
Q4 		$631K Sell
2,134
-12
-0.6% -$3.39K 0.22% 145
2019
Q3 		$598K Sell
2,146
-226
-10% -$61.3K 0.22% 143
2019
Q2 		$638K Buy
2,372
+981
+71% +$260K 0.42% 67
2019
Q1 		$361K Buy
+1,391
New +$347K 0.25% 112
2017
Q3 		– Sell
-4,404
Closed -$978K – 166
2017
Q2 		$978K Sell
4,404
-75
-2% -$16.5K 0.8% 30
2017
Q1 		$969K Sell
4,479
-1,709
-28% -$365K 0.94% 28
2016
Q4 		$1.27M Sell
6,188
-542
-8% -$109K 1.37% 15
2016
Q3 		$1.34M Sell
6,730
-660
-9% -$131K 1.32% 15
2016
Q2 		$1.42M Sell
7,390
-959
-11% -$183K 1.49% 12
2016
Q1 		$1.57M Sell
8,349
-325
-4% -$58.2K 1.81% 10
2015
Q4 		$1.62M Buy
+8,674
New +$1.63M 2.11% 9

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
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Nations Financial Group's VOO Position: Q2 2026 in Review

Nations Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q2 2026, buying an estimated $502K and bringing the position to 19,884 shares worth $13.7M. The position accounts for 0.65% of the portfolio, ranked #26.

Nations Financial Group first reported a position in VOO in Q4 2015 and has held it in 37 quarters since. 1,420 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Nations Financial Group held 19,884 shares of Vanguard S&P 500 ETF worth $13.7M as of Q2 2026.
  • Nations Financial Group bought 753 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $502K.
  • Vanguard S&P 500 ETF made up 0.65% of Nations Financial Group's portfolio in Q2 2026, its #26 holding.
  • Nations Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2015 and has held it in 37 quarters since.
  • 1,420 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.