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 Q2	$1.03M	Buy	1,501 +468	+45%	+$312K	﹤0.01%	807
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

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

Vontobel Holding's VOO Position: Q2 2026 in Review

Vontobel Holding increased its Vanguard S&P 500 ETF (VOO) stake by 45% in Q2 2026, buying an estimated $312K and bringing the position to 1,501 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Vontobel Holding first reported a position in VOO in Q2 2022 and has held it in 11 quarters since. The position peaked at $3.21M in Q2 2022. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Vontobel Holding held 1,501 shares of Vanguard S&P 500 ETF worth $1.03M as of Q2 2026.
Vontobel Holding bought 468 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $312K.
Vanguard S&P 500 ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #807 holding.
Vontobel Holding first reported a position in Vanguard S&P 500 ETF in Q2 2022 and has held it in 11 quarters since.
Vontobel Holding's Vanguard S&P 500 ETF position peaked at $3.21M in Q2 2022.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.