Valley National Advisers’s Vanguard S&P 500 ETF VOO Stock Holding History

Valley National Advisers’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	$295K	Sell	495 -755	-60%	-$472K	0.04%	214
2025 Q4	$784K	Sell	1,250 -14	-1%	-$8.7K	0.11%	146
2025 Q3	$773K	Buy	1,264 +1	+0.1%	+$589	0.12%	142
2025 Q2	$717K	Buy	1,263 +91	+8%	+$47.8K	0.12%	147
2025 Q1	$602K	Hold	1,172	–	–	0.11%	148
2024 Q4	$631K	Sell	1,172 -93	-7%	-$50.4K	0.11%	146
2024 Q3	$667K	Hold	1,265	–	–	0.12%	145
2024 Q2	$632K	Buy	1,265 +29	+2%	+$14K	0.09%	142
2024 Q1	$594K	Hold	1,236	–	–	0.09%	150
2023 Q4	$539K	Buy	1,236 +1,230	+20,500%	+$504K	0.09%	158
2023 Q3	$2K	Sell	6 -100	-94%	-$40.9K	﹤0.01%	864
2023 Q2	$44K	Buy	106 +53	+100%	+$20.4K	0.01%	407
2023 Q1	$20K	Buy	+53	New	+$19.4K	﹤0.01%	504
2020 Q1	–	Sell	-91	Closed	-$27K	–	852
2019 Q4	$27K	Buy	+91	New	+$25.7K	0.01%	388
2019 Q3	–	Sell	-50	Closed	-$13K	–	825
2019 Q2	$13K	Hold	50	–	–	﹤0.01%	454
2019 Q1	$13K	Buy	+50	New	+$12.5K	﹤0.01%	454
2018 Q1	–	Sell	-5	Closed	-$1K	–	699
2017 Q4	$1K	Buy	+5	New	+$1.2K	﹤0.01%	632

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Valley National Advisers's VOO Position: Q1 2026 in Review

Valley National Advisers reduced its Vanguard S&P 500 ETF (VOO) stake by 60% in Q1 2026, selling an estimated $472K and leaving 495 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #214.

Valley National Advisers first reported a position in VOO in Q4 2017 and has held it in 17 quarters since. The position peaked at $784K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Valley National Advisers held 495 shares of Vanguard S&P 500 ETF worth $295K as of Q1 2026.
Valley National Advisers sold 755 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $472K.
Vanguard S&P 500 ETF made up 0.04% of Valley National Advisers's portfolio in Q1 2026, its #214 holding.
Valley National Advisers first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 17 quarters since.
Valley National Advisers's Vanguard S&P 500 ETF position peaked at $784K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.