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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
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Aviso Wealth Management's VOO Position: Q2 2026 in Review

Aviso Wealth Management held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 653 shares worth $449K. The position accounts for 0.15% of the portfolio, ranked #102.

Aviso Wealth Management first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $691K in Q4 2025. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Aviso Wealth Management held 653 shares of Vanguard S&P 500 ETF worth $449K as of Q2 2026.
  • Aviso Wealth Management left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.15% of Aviso Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Aviso Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
  • Aviso Wealth Management's Vanguard S&P 500 ETF position peaked at $691K in Q4 2025.
  • 4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Aviso Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.