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

UBS Group’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
2024 Q2	–	Sell	-100	Closed	-$48.1K	–	10142
2024 Q1	$48.1K	Buy	+100	New	+$45.8K	﹤0.01%	6527
2022 Q4	–	Sell	-1,113,200	Closed	-$365M	–	11179
2022 Q3	$365M	Buy	+1,113,200	New	+$407M	0.16%	124
2021 Q1	–	Sell	-3,000	Closed	-$1.03M	–	9523
2020 Q4	$1.03M	Hold	3,000	–	–	﹤0.01%	3994
2020 Q3	$923K	Buy	+3,000	New	+$914K	﹤0.01%	3700
2020 Q2	–	Sell	-5,700	Closed	-$1.35M	–	8398
2020 Q1	$1.35M	Buy	+5,700	New	+$1.6M	﹤0.01%	3104
2016 Q2	–	Sell	-300	Closed	-$57K	–	7998
2016 Q1	$57K	Buy	+300	New	+$53.7K	﹤0.01%	5403

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

UBS Group's VOO Position: Q2 2026 in Review

UBS Group increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q2 2026, buying an estimated $62.1M and bringing the position to 4,773,701 shares worth $3.28B. The position accounts for 0.42% of the portfolio, ranked #30.

UBS Group first reported a position in VOO in Q4 2014 and has held it in 47 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

UBS Group held 4,773,701 shares of Vanguard S&P 500 ETF worth $3.28B as of Q2 2026.
UBS Group bought 93,187 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $62.1M.
Vanguard S&P 500 ETF made up 0.42% of UBS Group's portfolio in Q2 2026, its #30 holding.
UBS Group first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 47 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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