Aviso Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Aviso Wealth Management’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 Q3	$429K	Sell	612 -41	-6%	-$28.6K	0.16%	100
2026 Q2	$449K	Hold	653	–	–	0.15%	102
2026 Q1	$390K	Sell	653 -449	-41%	-$281K	0.18%	106
2025 Q4	$691K	Buy	1,102 +80	+8%	+$49.7K	0.29%	76
2025 Q3	$626K	Buy	1,022 +307	+43%	+$181K	0.27%	79
2025 Q2	$406K	Buy	715 +179	+33%	+$94.1K	0.19%	103
2025 Q1	$275K	Buy	536 +36	+7%	+$19.5K	0.15%	118
2024 Q4	$269K	Hold	500	–	–	0.14%	118
2024 Q3	$264K	Buy	+500	New	+$254K	0.14%	125

Other funds holding VOO

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Aviso Wealth Management's VOO Position: Q3 2026 in Review

Aviso Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q3 2026, selling an estimated $28.6K and leaving 612 shares worth $429K. The position accounts for 0.16% of the portfolio, ranked #100.

Aviso Wealth Management first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. The position peaked at $691K in Q4 2025. 3,372 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Aviso Wealth Management held 612 shares of Vanguard S&P 500 ETF worth $429K as of Q3 2026.
Aviso Wealth Management sold 41 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $28.6K.
Vanguard S&P 500 ETF made up 0.16% of Aviso Wealth Management's portfolio in Q3 2026, its #100 holding.
Aviso Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
Aviso Wealth Management's Vanguard S&P 500 ETF position peaked at $691K in Q4 2025.
3,372 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.