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Nicolet Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Nicolet Advisory Services’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
2025
Q4 		$24.2M Buy
37,910
+10,656
+39% +$6.62M 1.63% 13
2025
Q3 		$16.8M Buy
27,254
+2,214
+9% +$1.31M 1.3% 18
2025
Q2 		$14.3M Sell
25,040
-49
-0.2% -$25.8K 1.22% 19
2025
Q1 		$12.1M Sell
25,089
-2,186
-8% -$1.18M 1.2% 19
2024
Q4 		$14.6M Buy
27,275
+3,025
+12% +$1.64M 1.34% 17
2024
Q3 		$12.7M Buy
24,250
+831
+4% +$422K 1.19% 18
2024
Q2 		$12.1M Sell
23,419
-151
-0.6% -$72.7K 1.16% 20
2024
Q1 		$11.2M Sell
23,570
-1,856
-7% -$849K 1.14% 18
2023
Q4 		$10.9M Buy
25,426
+3,574
+16% +$1.46M 1.18% 17
2023
Q3 		$8.53M Buy
21,852
+240
+1% +$98.1K 0.94% 24
2023
Q2 		$8.73M Buy
21,612
+3,662
+20% +$1.41M 0.96% 21
2023
Q1 		$6.75M Buy
17,950
+10,127
+129% +$3.71M 0.78% 24
2022
Q4 		$2.84M Buy
7,823
+5,942
+316% +$2.1M 0.38% 41
2022
Q3 		$622K Buy
1,881
+2
+0.1% +$730 0.1% 84
2022
Q2 		$672K Sell
1,879
-72
-4% -$27.1K 0.1% 83
2022
Q1 		$803K Buy
1,951
+1,025
+111% +$420K 0.1% 78
2021
Q4 		$404K Buy
926
+179
+24% +$75.6K 0.05% 120
2021
Q3 		$296K Buy
747
+123
+20% +$49.9K 0.04% 151
2021
Q2 		$246K Buy
+624
New +$240K 0.03% 164

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nicolet Advisory Services's VOO Position: Q4 2025 in Review

Nicolet Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 39% in Q4 2025, buying an estimated $6.62M and bringing the position to 37,910 shares worth $24.2M. The position accounts for 1.63% of the portfolio, ranked #13.

Nicolet Advisory Services first reported a position in VOO in Q2 2021 and has held it in 19 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Nicolet Advisory Services held 37,910 shares of Vanguard S&P 500 ETF worth $24.2M as of Q4 2025.
  • Nicolet Advisory Services bought 10,656 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $6.62M.
  • Vanguard S&P 500 ETF made up 1.63% of Nicolet Advisory Services's portfolio in Q4 2025, its #13 holding.
  • Nicolet Advisory Services first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 19 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.