NBT Bank’s Vanguard S&P 500 ETF VOO Stock Holding History

NBT Bank’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	$9.26M	Sell	15,490 -1,528	-9%	-$956K	0.61%	40
2025 Q4	$9.69M	Buy	17,018 +64	+0.4%	+$39.8K	0.63%	37
2025 Q3	$9.46M	Buy	16,954 +1,601	+10%	+$944K	0.62%	39
2025 Q2	$8.72M	Hold	15,353	–	–	0.6%	41
2025 Q1	$7.89M	Buy	15,353 +465	+3%	+$251K	0.57%	48
2024 Q4	$8.02M	Buy	14,888 +9,074	+156%	+$4.91M	0.56%	48
2024 Q3	$3.07M	Sell	5,814 -14	-0.2%	-$7.12K	0.21%	111
2024 Q2	$2.91M	Sell	5,828 -183	-3%	-$88.1K	0.21%	112
2024 Q1	$2.89M	Sell	6,011 -96	-2%	-$43.9K	0.21%	110
2023 Q4	$2.67M	Buy	6,107 +1,180	+24%	+$483K	0.21%	113
2023 Q3	$1.93M	Hold	4,927	–	–	0.19%	112
2023 Q2	$2.01M	Hold	4,927	–	–	0.29%	92
2023 Q1	$1.85M	Sell	4,927 -24,985	-84%	-$9.16M	0.27%	96
2022 Q4	$10.5M	Buy	29,912 +127	+0.4%	+$44.9K	1.53%	13
2022 Q3	$9.78M	Hold	29,785	–	–	1.6%	13
2022 Q2	$10.3M	Buy	29,785 +4,225	+17%	+$1.59M	1.58%	12
2022 Q1	$10.6M	Hold	25,560	–	–	1.42%	15
2021 Q4	$11.2M	Hold	25,560	–	–	1.43%	13
2021 Q3	$10.1M	Hold	25,560	–	–	1.4%	13
2021 Q2	$10.1M	Hold	25,560	–	–	1.38%	13
2021 Q1	$9.31M	Hold	25,560	–	–	1.34%	14
2020 Q4	$8.79M	Sell	25,560 -12,475	-33%	-$4.07M	1.34%	14
2020 Q3	$11.7M	Hold	38,035	–	–	1.95%	9
2020 Q2	$10.8M	Buy	38,035 +225	+0.6%	+$60.6K	1.92%	8
2020 Q1	$8.95M	Hold	37,810	–	–	1.83%	8
2019 Q4	$11.2M	Hold	37,810	–	–	1.76%	9
2019 Q3	$10.3M	Buy	37,810 +14,132	+60%	+$3.84M	1.8%	11
2019 Q2	$6.37M	Hold	23,678	–	–	1.14%	24
2019 Q1	$6.14M	Hold	23,678	–	–	1.12%	24
2018 Q4	$5.44M	Hold	23,678	–	–	0.88%	27
2018 Q3	$6.32M	Hold	23,678	–	–	1.02%	27
2018 Q2	$5.91M	Hold	23,678	–	–	1.06%	25
2018 Q1	$5.73M	Sell	23,678 -11,700	-33%	-$2.94M	0.94%	33
2017 Q4	$8.68M	Hold	35,378	–	–	1.37%	18
2017 Q3	$8.16M	Hold	35,378	–	–	1.3%	21
2017 Q2	$7.86M	Hold	35,378	–	–	1.28%	21
2017 Q1	$7.65M	Hold	35,378	–	–	1.27%	23
2016 Q4	$7.26M	Buy	35,378 +203	+0.6%	+$40.7K	1.25%	24
2016 Q3	$6.99M	Hold	35,175	–	–	1.22%	24
2016 Q2	$6.76M	Hold	35,175	–	–	1.18%	25
2016 Q1	$6.63M	Hold	35,175	–	–	1.17%	25
2015 Q4	$6.58M	Hold	35,175	–	–	1.18%	25
2015 Q3	$6.18M	Buy	+35,175	New	+$6.54M	1.15%	26

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

NBT Bank's VOO Position: Q1 2026 in Review

NBT Bank reduced its Vanguard S&P 500 ETF (VOO) stake by 9% in Q1 2026, selling an estimated $956K and leaving 15,490 shares worth $9.26M. The position accounts for 0.61% of the portfolio, ranked #40.

NBT Bank first reported a position in VOO in Q3 2015 and has held it in 43 quarters since. The position peaked at $11.7M in Q3 2020. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

NBT Bank held 15,490 shares of Vanguard S&P 500 ETF worth $9.26M as of Q1 2026.
NBT Bank sold 1,528 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $956K.
Vanguard S&P 500 ETF made up 0.61% of NBT Bank's portfolio in Q1 2026, its #40 holding.
NBT Bank first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 43 quarters since.
NBT Bank's Vanguard S&P 500 ETF position peaked at $11.7M in Q3 2020.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.