NEAM
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New England Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

New England Asset Management’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 		$64.1M Buy
107,215
+11,460
+12% +$7.17M 8.15% 2
2025
Q4 		$60.1M Buy
95,755
+3,175
+3% +$1.97M 7.85% 2
2025
Q3 		$56.7M Buy
92,580
+79,040
+584% +$46.6M 7.41% 2
2025
Q2 		$7.69M Sell
13,540
-3,760
-22% -$1.98M 1.2% 22
2025
Q1 		$8.89M Buy
17,300
+1,050
+6% +$568K 1.44% 14
2024
Q4 		$8.76M Buy
16,250
+900
+6% +$487K 1.5% 12
2024
Q3 		$8.1M Sell
15,350
-1,625
-10% -$826K 1.26% 25
2024
Q2 		$8.49M Sell
16,975
-4,150
-20% -$2M 1.41% 14
2024
Q1 		$10.2M Hold
21,125
– – 1.57% 9
2023
Q4 		$9.23M Sell
21,125
-6,675
-24% -$2.73M 1.49% 12
2023
Q3 		$10.9M Buy
27,800
+9,900
+55% +$4.05M 1.79% 10
2023
Q2 		$7.29M Hold
17,900
– – 1.06% 26
2023
Q1 		$6.73M Buy
17,900
+10,900
+156% +$4M 1% 34
2022
Q4 		$4.37M Sell
7,000
-1,116
-14% -$394K 0.08% 54
2022
Q3 		$2.66M Buy
8,116
+2,516
+45% +$919K 0.05% 76
2022
Q2 		$1.94M Hold
5,600
– – 0.03% 84
2022
Q1 		$2.33M Hold
5,600
– – 0.04% 82
2021
Q4 		$2.44M Hold
5,600
– – 0.04% 77
2021
Q3 		$2.21M Buy
+5,600
New +$2.27M 0.04% 81
2017
Q1 		– Sell
-7,200
Closed -$1.48M – 205
2016
Q4 		$1.48M Buy
+7,200
New +$1.44M 0.04% 85
2014
Q3 		– Sell
-3,400
Closed -$610K – 148
2014
Q2 		$610K Sell
3,400
-9,450
-74% -$1.65M 0.01% 112
2014
Q1 		$2.2M Hold
12,850
– – 0.06% 86
2013
Q4 		$2.17M Buy
+12,850
New +$2.08M 0.06% 89

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

New England Asset Management's VOO Position: Q1 2026 in Review

New England Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q1 2026, buying an estimated $7.17M and bringing the position to 107,215 shares worth $64.1M. The position accounts for 8.15% of the portfolio, ranked #2.

New England Asset Management first reported a position in VOO in Q4 2013 and has held it in 23 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • New England Asset Management held 107,215 shares of Vanguard S&P 500 ETF worth $64.1M as of Q1 2026.
  • New England Asset Management bought 11,460 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $7.17M.
  • Vanguard S&P 500 ETF made up 8.15% of New England Asset Management's portfolio in Q1 2026, its #2 holding.
  • New England Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2013 and has held it in 23 quarters since.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on New England Asset Management's 13F filing for Q1 2026, filed 15 May 2026.