New Hampshire Trust’s Vanguard S&P 500 ETF VOO Stock Holding History

New Hampshire Trust’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	$1.1M	Sell	1,846 -2,543	-58%	-$1.59M	0.22%	75
2025 Q4	$2.75M	Buy	4,389 +2,258	+106%	+$1.4M	0.54%	53
2025 Q3	$1.3M	Sell	2,131 -18	-0.8%	-$10.6K	0.25%	74
2025 Q2	$1.22M	Buy	2,149 +612	+40%	+$322K	0.26%	75
2025 Q1	$790K	Sell	1,537 -2,243	-59%	-$1.21M	0.18%	80
2024 Q4	$2.04M	Buy	3,780 +2,716	+255%	+$1.47M	0.43%	59
2024 Q3	$561K	Hold	1,064	–	–	0.12%	108
2024 Q2	$532K	Sell	1,064 -25	-2%	-$12K	0.12%	105
2024 Q1	$523K	Sell	1,089 -3,869	-78%	-$1.77M	0.12%	109
2023 Q4	$2.17M	Buy	4,958 +3,733	+305%	+$1.53M	0.52%	56
2023 Q3	$481K	Hold	1,225	–	–	0.13%	106
2023 Q2	$499K	Sell	1,225 -470	-28%	-$181K	0.13%	107
2023 Q1	$637K	Sell	1,695 -6,055	-78%	-$2.22M	0.17%	96
2022 Q4	$2.72M	Buy	+7,750	New	+$2.74M	0.72%	41

Other funds holding VOO

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 $1.47T AUM 27.86% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

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