Wallace Foundation historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Wallace Foundation opened 0 positions, added to 2, reduced 0 and sold out of 0.
- Q2 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 329,196.
- Q1 2026: Stock VOO; Country of operation —; Class S&P 500 ETF SHS; Shares before 328,152.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1951918), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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