AlTi Global’s Vanguard S&P 500 ETF VOO Stock Holding History

AlTi Global’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	$50M	Sell	83,705 -1,154	-1%	-$722K	1.09%	19
2025 Q4	$53.2M	Buy	84,859 +396	+0.5%	+$246K	1.14%	17
2025 Q3	$51.9M	Sell	84,463 -7,318	-8%	-$4.31M	1.22%	17
2025 Q2	$52.3M	Sell	91,781 -2,188	-2%	-$1.15M	1.31%	16
2025 Q1	$48.3M	Sell	93,969 -8,873	-9%	-$4.8M	1.27%	15
2024 Q4	$55.4M	Buy	102,842 +474	+0.5%	+$257K	1.34%	15
2024 Q3	$54.2M	Buy	102,368 +15,391	+18%	+$7.82M	1.3%	15
2024 Q2	$43.7M	Buy	86,977 +1,769	+2%	+$851K	1.17%	17
2024 Q1	$41M	Buy	85,208 +274	+0.3%	+$125K	1.14%	16
2023 Q4	$37.1M	Buy	+84,934	New	+$34.8M	1.14%	14

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

AlTi Global's VOO Position: Q1 2026 in Review

AlTi Global reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, selling an estimated $722K and leaving 83,705 shares worth $50M. The position accounts for 1.09% of the portfolio, ranked #19.

AlTi Global first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $55.4M in Q4 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

AlTi Global held 83,705 shares of Vanguard S&P 500 ETF worth $50M as of Q1 2026.
AlTi Global sold 1,154 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $722K.
Vanguard S&P 500 ETF made up 1.09% of AlTi Global's portfolio in Q1 2026, its #19 holding.
AlTi Global first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
AlTi Global's Vanguard S&P 500 ETF position peaked at $55.4M in Q4 2024.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.