AWM
VOO icon

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
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

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

Aviso Wealth Management's VOO Position: Q1 2026 in Review

Aviso Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 41% in Q1 2026, selling an estimated $281K and leaving 653 shares worth $390K. The position accounts for 0.18% of the portfolio, ranked #106.

Aviso Wealth Management first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $691K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Aviso Wealth Management held 653 shares of Vanguard S&P 500 ETF worth $390K as of Q1 2026.
  • Aviso Wealth Management sold 449 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $281K.
  • Vanguard S&P 500 ETF made up 0.18% of Aviso Wealth Management's portfolio in Q1 2026, its #106 holding.
  • Aviso Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
  • Aviso Wealth Management's Vanguard S&P 500 ETF position peaked at $691K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.