Vise Technologies’s Vanguard S&P 500 ETF VOO Stock Holding History

Vise Technologies’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	$22.9M	Hold	36,529	–	–	0.45%	39
2025 Q4	$22.9M	Buy	36,529 +30,482	+504%	+$18.9M	0.45%	39
2025 Q3	$3.7M	Sell	6,047 -11,411	-65%	-$6.73M	0.14%	148
2025 Q2	$9.92M	Buy	+17,458	New	+$9.18M	0.41%	42
2024 Q4	$3.16M	Buy	5,862 +220	+4%	+$119K	0.26%	74
2024 Q3	$2.98M	Buy	5,642 +45	+0.8%	+$22.9K	0.38%	59
2024 Q2	$2.8M	Buy	5,597 +4,097	+273%	+$1.97M	0.49%	44
2024 Q1	$721K	Buy	+1,500	New	+$687K	0.14%	152
2022 Q3	–	Sell	-5,683	Closed	-$1.97M	–	340
2022 Q2	$1.97M	Sell	5,683 -2,857	-33%	-$1.08M	0.77%	26
2022 Q1	$3.55M	Sell	8,540 -2,516	-23%	-$1.03M	1.33%	16
2021 Q4	$4.83M	Buy	+11,056	New	+$4.67M	1.31%	23

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Vise Technologies's VOO Position: Q1 2026 in Review

Vise Technologies held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 36,529 shares worth $22.9M. The position accounts for 0.45% of the portfolio, ranked #39.

Vise Technologies first reported a position in VOO in Q4 2021 and has held it in 11 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Vise Technologies held 36,529 shares of Vanguard S&P 500 ETF worth $22.9M as of Q1 2026.
Vise Technologies left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.45% of Vise Technologies's portfolio in Q1 2026, its #39 holding.
Vise Technologies first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 11 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.