NBC Securities’s Vanguard S&P 500 ETF VOO Stock Holding History

NBC Securities’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	$22.9M	Buy	38,372 +5,313	+16%	+$3.32M	1.72%	4
2025 Q4	$20.7M	Buy	33,059 +6,935	+27%	+$4.31M	1.55%	5
2025 Q3	$16M	Buy	26,124 +10,139	+63%	+$5.98M	1.23%	8
2025 Q2	$9.08M	Buy	15,985 +7,202	+82%	+$3.79M	0.74%	13
2025 Q1	$4.51M	Buy	8,783 +8,774	+97,489%	+$4.74M	0.39%	39
2024 Q4	$4.97K	Sell	9 -8,753	-100%	-$4.74M	0.45%	34
2024 Q3	$4.62M	Sell	8,762 -897	-9%	-$456K	0.39%	39
2024 Q2	$4.83M	Sell	9,659 -783	-7%	-$377K	0.44%	33
2024 Q1	$5.12M	Buy	10,442 +783	+8%	+$358K	0.48%	29
2023 Q4	$4.22M	Buy	9,659 +685	+8%	+$280K	0.43%	36
2023 Q3	$3.52M	Buy	+8,974	New	+$3.67M	0.39%	43

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

NBC Securities's VOO Position: Q1 2026 in Review

NBC Securities increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, buying an estimated $3.32M and bringing the position to 38,372 shares worth $22.9M. The position accounts for 1.72% of the portfolio, ranked #4.

NBC Securities first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

NBC Securities held 38,372 shares of Vanguard S&P 500 ETF worth $22.9M as of Q1 2026.
NBC Securities bought 5,313 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.32M.
Vanguard S&P 500 ETF made up 1.72% of NBC Securities's portfolio in Q1 2026, its #4 holding.
NBC Securities first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.