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 Q2	$85.3M	Buy	124,172 +87,643	+240%	+$58.4M	0.97%	15
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

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

Vise Technologies's VOO Position: Q2 2026 in Review

Vise Technologies increased its Vanguard S&P 500 ETF (VOO) stake by 240% in Q2 2026, buying an estimated $58.4M and bringing the position to 124,172 shares worth $85.3M. The position accounts for 0.97% of the portfolio, ranked #15.

Vise Technologies first reported a position in VOO in Q4 2021 and has held it in 12 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Vise Technologies held 124,172 shares of Vanguard S&P 500 ETF worth $85.3M as of Q2 2026.
Vise Technologies bought 87,643 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $58.4M.
Vanguard S&P 500 ETF made up 0.97% of Vise Technologies's portfolio in Q2 2026, its #15 holding.
Vise Technologies first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 12 quarters since.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.