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

SVB Wealth’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 		$19.5M Sell
28,344
-1,994
-7% -$1.33M 1.23% 19
2026
Q1 		$18.1M Sell
30,338
-34
-0.1% -$21.3K 1.19% 18
2025
Q4 		$19M Sell
30,372
-2,819
-8% -$1.75M 1.12% 20
2025
Q3 		$20.3M Sell
33,191
-3,056
-8% -$1.8M 1.09% 19
2025
Q2 		$20.6M Buy
+36,247
New +$19M 1.1% 18
2025
Q1 		– Sell
-63,585
Closed -$34.3M – 1797
2024
Q4 		$34.3M Buy
+63,585
New +$34.4M 0.64% 19
2024
Q3 		– Sell
-68,734
Closed -$34.4M – 601
2024
Q2 		$34.4M Sell
68,734
-69,439
-50% -$33.4M 0.85% 19
2024
Q1 		$66.4M Sell
138,173
-25,952
-16% -$11.9M 1.48% 7
2023
Q4 		$71.7M Buy
164,125
+68,527
+72% +$28.1M 1.74% 9
2023
Q3 		$37.5M Sell
95,598
-18,924
-17% -$7.74M 0.82% 19
2023
Q2 		$46.6M Sell
114,522
-72,479
-39% -$28M 0.84% 20
2023
Q1 		$70.3M Sell
187,001
-38,728
-17% -$14.2M 0.98% 16
2022
Q4 		$79.3M Buy
225,729
+46,729
+26% +$16.5M 1.07% 15
2022
Q3 		$58.8M Buy
179,000
+115,059
+180% +$42M 0.86% 19
2022
Q2 		$22.2M Buy
63,941
+6,984
+12% +$2.63M 0.34% 61
2022
Q1 		$23.6M Sell
56,957
-368
-0.6% -$151K 0.32% 61
2021
Q4 		$25M Sell
57,325
-5,931
-9% -$2.5M 0.41% 58
2021
Q3 		$24.9M Sell
63,256
-3,284
-5% -$1.33M 0.32% 59
2021
Q2 		$26.2M Sell
66,540
-67
-0.1% -$25.7K 0.33% 57
2021
Q1 		$24.3M Buy
66,607
+306
+0.5% +$109K 0.34% 54
2020
Q4 		$22.8M Sell
66,301
-206
-0.3% -$67.2K 0.33% 53
2020
Q3 		$20.5M Buy
66,507
+2,276
+4% +$693K 0.34% 53
2020
Q2 		$18.2M Buy
64,231
+28,555
+80% +$7.69M 0.34% 53
2020
Q1 		$8.45M Sell
35,676
-42,122
-54% -$11.8M 0.21% 79
2019
Q4 		$23M Buy
77,798
+6,989
+10% +$1.98M 0.42% 42
2019
Q3 		$19.3M Buy
70,809
+64,103
+956% +$17.4M 0.38% 53
2019
Q2 		$1.8M Buy
+6,706
New +$1.77M 0.06% 215

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

SVB Wealth's VOO Position: Q2 2026 in Review

SVB Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 6.6% in Q2 2026, selling an estimated $1.33M and leaving 28,344 shares worth $19.5M. The position accounts for 1.23% of the portfolio, ranked #19.

SVB Wealth first reported a position in VOO in Q2 2019 and has held it in 27 quarters since. The position peaked at $79.3M in Q4 2022. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SVB Wealth held 28,344 shares of Vanguard S&P 500 ETF worth $19.5M as of Q2 2026.
  • SVB Wealth sold 1,994 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33M.
  • Vanguard S&P 500 ETF made up 1.23% of SVB Wealth's portfolio in Q2 2026, its #19 holding.
  • SVB Wealth first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's Vanguard S&P 500 ETF position peaked at $79.3M in Q4 2022.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.