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

Vontobel Holding’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	$617K	Sell	1,033 -149	-13%	-$93.2K	﹤0.01%	779
2025 Q4	$741K	Sell	1,182 -232	-16%	-$144K	﹤0.01%	854
2025 Q3	$866K	Sell	1,414 -574	-29%	-$338K	﹤0.01%	769
2025 Q2	$1.13M	Buy	1,988 +1,168	+142%	+$614K	﹤0.01%	648
2025 Q1	$421K	Buy	+820	New	+$443K	﹤0.01%	833
2024 Q4	–	Sell	-500	Closed	-$264K	–	1182
2024 Q3	$264K	Buy	+500	New	+$254K	﹤0.01%	944
2024 Q2	–	Sell	-2,016	Closed	-$969K	–	1154
2024 Q1	$969K	Sell	2,016 -212	-10%	-$97K	0.01%	591
2023 Q4	$973K	Buy	+2,228	New	+$912K	0.01%	601
2022 Q4	–	Sell	-5,000	Closed	-$1.64M	–	1135
2022 Q3	$1.64M	Sell	5,000 -4,250	-46%	-$1.55M	0.02%	437
2022 Q2	$3.21M	Buy	+9,250	New	+$3.48M	0.03%	303

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

Vontobel Holding's VOO Position: Q1 2026 in Review

Vontobel Holding reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q1 2026, selling an estimated $93.2K and leaving 1,033 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Vontobel Holding first reported a position in VOO in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.21M in Q2 2022. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Vontobel Holding held 1,033 shares of Vanguard S&P 500 ETF worth $617K as of Q1 2026.
Vontobel Holding sold 149 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $93.2K.
Vanguard S&P 500 ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #779 holding.
Vontobel Holding first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 10 quarters since.
Vontobel Holding's Vanguard S&P 500 ETF position peaked at $3.21M in Q2 2022.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.