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Union Bancaire Privee’s Vanguard S&P 500 ETF VOO Stock Holding History

Union Bancaire Privee’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 		$2.58M Buy
3,825
+74
+2% +$49.3K 0.03% 223
2026
Q1 		$2.15M Buy
3,751
+566
+18% +$354K 0.03% 222
2025
Q4 		$1.96M Buy
3,185
+689
+28% +$428K 0.02% 228
2025
Q3 		$1.52M Buy
2,496
+1,763
+241% +$1.04M 0.02% 224
2025
Q2 		$416K Buy
+733
New +$385K 0.01% 325

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Union Bancaire Privee's VOO Position: Q2 2026 in Review

Union Bancaire Privee increased its Vanguard S&P 500 ETF (VOO) stake by 2% in Q2 2026, buying an estimated $49.3K and bringing the position to 3,825 shares worth $2.58M. The position accounts for 0.03% of the portfolio, ranked #223.

Union Bancaire Privee first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. 1,164 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Union Bancaire Privee held 3,825 shares of Vanguard S&P 500 ETF worth $2.58M as of Q2 2026.
  • Union Bancaire Privee bought 74 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $49.3K.
  • Vanguard S&P 500 ETF made up 0.03% of Union Bancaire Privee's portfolio in Q2 2026, its #223 holding.
  • Union Bancaire Privee first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,164 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.