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

Nestegg 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 Q2	$426K	Buy	620 +8	+1%	+$5.33K	0.3%	33
2026 Q1	$365K	Sell	612 -7	-1%	-$4.38K	0.32%	36
2025 Q4	$388K	Sell	619 -24	-4%	-$14.9K	0.33%	37
2025 Q3	$394K	Buy	643 +1	+0.2%	+$589	0.35%	33
2025 Q2	$365K	Sell	642 -20	-3%	-$10.5K	0.35%	34
2025 Q1	$340K	Buy	662 +2	+0.3%	+$1.08K	0.36%	34
2024 Q4	$364K	Buy	+660	New	+$357K	0.37%	32

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Nestegg Advisors's VOO Position: Q2 2026 in Review

Nestegg Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q2 2026, buying an estimated $5.33K and bringing the position to 620 shares worth $426K. The position accounts for 0.3% of the portfolio, ranked #33.

Nestegg Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Nestegg Advisors held 620 shares of Vanguard S&P 500 ETF worth $426K as of Q2 2026.
Nestegg Advisors bought 8 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.33K.
Vanguard S&P 500 ETF made up 0.3% of Nestegg Advisors's portfolio in Q2 2026, its #33 holding.
Nestegg Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.