VNA
VOO icon

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
2024
Q2 		– Hold
0
– -$96K – 1277
2024
Q1 		– Hold
0
– – – 323
2023
Q3 		– Hold
0
– -$41K – 1129
2023
Q2 		– Hold
0
– – – 420

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

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.