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Nvest Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Nvest Financial’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 		$213K Buy
+310
New +$207K 0.07% 145
2025
Q4 		– Sell
-597
Closed -$366K – 129
2025
Q3 		$366K Buy
+597
New +$352K 0.21% 91

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Nvest Financial's VOO Position: Q2 2026 in Review

Nvest Financial opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 310 shares worth $213K. The stake represents 0.07% of the portfolio and ranks #145 among its holdings. This is a return to the name: Nvest Financial previously reported a position in VOO as recently as Q3 2025.

Nvest Financial first reported a position in VOO in Q3 2025 and has held it in 2 quarters since. The position peaked at $366K in Q3 2025. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Nvest Financial held 310 shares of Vanguard S&P 500 ETF worth $213K as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Nvest Financial position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.07% of Nvest Financial's portfolio in Q2 2026, its #145 holding.
  • Nvest Financial first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 2 quarters since.
  • Nvest Financial's Vanguard S&P 500 ETF position peaked at $366K in Q3 2025.
  • 4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.