UBS AM
VOO icon

UBS AM’s Vanguard S&P 500 ETF VOO Stock Holding History

UBS AM’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 		$20M Sell
29,157
-1,115
-4% -$743K ﹤0.01% 938
2026
Q1 		$18.1M Buy
30,272
+21,184
+233% +$13.2M ﹤0.01% 919
2025
Q4 		$5.7M Buy
+9,088
New +$5.65M ﹤0.01% 1396
2025
Q3 		– Sell
-254,975
Closed -$145M – 2621
2025
Q2 		$145M Buy
254,975
+36,345
+17% +$19.1M 0.03% 461
2025
Q1 		$112M Buy
218,630
+138,630
+173% +$74.9M 0.03% 504
2024
Q4 		$43.1M Hold
80,000
– – 0.01% 699
2024
Q3 		$42.2M Sell
80,000
-125,000
-61% -$63.5M 0.01% 707
2024
Q2 		$103M Buy
+205,000
New +$98.6M 0.03% 453
2019
Q4 		– Sell
-1,433
Closed -$391K – 2852
2019
Q3 		$391K Hold
1,433
– – ﹤0.01% 2373
2019
Q2 		$386K Buy
1,433
+725
+102% +$192K ﹤0.01% 2319
2019
Q1 		$184K Sell
708
-94
-12% -$23.5K ﹤0.01% 2483
2018
Q4 		$184K Sell
802
-377
-32% -$93.4K ﹤0.01% 2410
2018
Q3 		$315K Buy
1,179
+295
+33% +$77.2K ﹤0.01% 2264
2018
Q2 		$221K Sell
884
-38
-4% -$9.43K ﹤0.01% 2437
2018
Q1 		$223K Hold
922
– – ﹤0.01% 2341
2017
Q4 		$226K Buy
922
+422
+84% +$101K ﹤0.01% 2246
2017
Q3 		$115K Hold
500
– – ﹤0.01% 2350
2017
Q2 		$111K Sell
500
-3,421
-87% -$753K ﹤0.01% 2329
2017
Q1 		$848K Buy
3,921
+3,421
+684% +$730K ﹤0.01% 1700
2016
Q4 		$103K Buy
+500
New +$100K ﹤0.01% 2251

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

UBS AM's VOO Position: Q2 2026 in Review

UBS AM reduced its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q2 2026, selling an estimated $743K and leaving 29,157 shares worth $20M. The position accounts for ﹤0.01% of the portfolio, ranked #938.

UBS AM first reported a position in VOO in Q4 2016 and has held it in 20 quarters since. The position peaked at $145M in Q2 2025. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • UBS AM held 29,157 shares of Vanguard S&P 500 ETF worth $20M as of Q2 2026.
  • UBS AM sold 1,115 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $743K.
  • Vanguard S&P 500 ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #938 holding.
  • UBS AM first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 20 quarters since.
  • UBS AM's Vanguard S&P 500 ETF position peaked at $145M in Q2 2025.
  • 4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.