Bank Julius Baer & Co
VOO icon

Bank Julius Baer & Co’s Vanguard S&P 500 ETF VOO Stock Holding History

Bank Julius Baer & Co’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 		$2M Sell
3,347
-225
-6% -$141K 0.01% 313
2025
Q4 		$2.24M Sell
3,572
-73,926
-95% -$45.9M 0.01% 315
2025
Q3 		$47.5M Buy
77,498
+7,781
+11% +$4.59M 0.13% 111
2025
Q2 		$39.6M Sell
69,717
-742
-1% -$390K 0.12% 113
2025
Q1 		$36.2M Sell
70,459
-155,585
-69% -$84.1M 0.12% 114
2024
Q4 		$131M Buy
226,044
+17,641
+8% +$9.56M 0.4% 67
2024
Q3 		$127M Buy
208,403
+180,589
+649% +$91.8M 0.43% 60
2024
Q2 		$13.9M Sell
27,814
-198,995
-88% -$95.8M 0.05% 145
2024
Q1 		$116M Sell
226,809
-9,579
-4% -$4.38M 0.44% 63
2023
Q4 		$103M Buy
236,388
+6,370
+3% +$2.61M 0.44% 68
2023
Q3 		$90.3M Buy
230,018
+9,829
+4% +$4.02M 0.53% 51
2023
Q2 		$89.7M Sell
220,189
-11,539
-5% -$4.45M 0.53% 49
2023
Q1 		$87.1M Sell
231,728
-14,165
-6% -$5.19M 0.55% 49
2022
Q4 		$86.4M Buy
245,893
+70,737
+40% +$25M 0.59% 46
2022
Q3 		$57.5M Buy
175,156
+123,095
+236% +$45M 0.44% 59
2022
Q2 		$18.1M Buy
52,061
+26,187
+101% +$9.87M 0.13% 103
2022
Q1 		$10.7M Buy
25,874
+4,690
+22% +$1.92M 0.06% 130
2021
Q4 		$9.25M Sell
21,184
-2,378
-10% -$1M 0.05% 162
2021
Q3 		$9.29M Buy
23,562
+3,919
+20% +$1.59M 0.06% 168
2021
Q2 		$7.73M Buy
19,643
+13,370
+213% +$5.13M 0.05% 187
2021
Q1 		$7.16M Sell
6,273
-1,496
-19% -$531K 0.05% 173
2020
Q4 		$2.67M Buy
7,769
+3,257
+72% +$1.06M 0.02% 237
2020
Q3 		$1.39M Buy
4,512
+3,841
+572% +$1.17M 0.01% 261
2020
Q2 		$626K Buy
671
+189
+39% +$50.9K 0.01% 330
2020
Q1 		$114K Buy
+482
New +$135K ﹤0.01% 484

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

Bank Julius Baer & Co's VOO Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Vanguard S&P 500 ETF (VOO) stake by 6.3% in Q1 2026, selling an estimated $141K and leaving 3,347 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #313.

Bank Julius Baer & Co first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $131M in Q4 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Bank Julius Baer & Co held 3,347 shares of Vanguard S&P 500 ETF worth $2M as of Q1 2026.
  • Bank Julius Baer & Co sold 225 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $141K.
  • Vanguard S&P 500 ETF made up 0.01% of Bank Julius Baer & Co's portfolio in Q1 2026, its #313 holding.
  • Bank Julius Baer & Co first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • Bank Julius Baer & Co's Vanguard S&P 500 ETF position peaked at $131M in Q4 2024.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.