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Kathleen S. Wright Associates’s Vanguard S&P 500 ETF VOO Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$29M Buy
47,275
+2,011
+4% +$1.19M 10.74% 1
2025
Q2 		$25.7M Buy
45,264
+1,433
+3% +$753K 10.03% 1
2025
Q1 		$22.5M Buy
43,831
+4,989
+13% +$2.7M 9.31% 2
2024
Q4 		$20.9M Buy
38,842
+2,573
+7% +$1.39M 8.72% 2
2024
Q3 		$19.1M Buy
36,269
+4,417
+14% +$2.25M 7.9% 2
2024
Q2 		$15.9M Buy
31,852
+1,477
+5% +$711K 7.32% 2
2024
Q1 		$14.6M Buy
30,375
+1,592
+6% +$729K 6.88% 2
2023
Q4 		$12.6M Buy
28,783
+4,302
+18% +$1.76M 6.4% 3
2023
Q3 		$9.61M Buy
24,481
+1,895
+8% +$775K 5.38% 3
2023
Q2 		$9.2M Buy
22,586
+1,257
+6% +$485K 5.86% 2
2023
Q1 		$8.02M Buy
21,329
+877
+4% +$322K 5.27% 3
2022
Q4 		$7.19M Buy
20,452
+7,324
+56% +$2.59M 4.87% 3
2022
Q3 		$4.31M Buy
13,128
+3,568
+37% +$1.3M 3.5% 4
2022
Q2 		$3.32M Buy
9,560
+2,859
+43% +$1.08M 2.79% 8
2022
Q1 		$2.78M Buy
6,701
+1,884
+39% +$771K 2.03% 12
2021
Q4 		$2.1M Buy
+4,817
New +$2.03M 1.55% 20

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kathleen S. Wright Associates's VOO Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Vanguard S&P 500 ETF (VOO) stake by 4.4% in Q3 2025, buying an estimated $1.19M and bringing the position to 47,275 shares worth $29M. The position accounts for 10.74% of the portfolio, ranked #1.

Kathleen S. Wright Associates first reported a position in VOO in Q4 2021 and has held it in 16 quarters since. 3,459 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Kathleen S. Wright Associates held 47,275 shares of Vanguard S&P 500 ETF worth $29M as of Q3 2025.
  • Kathleen S. Wright Associates bought 2,011 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $1.19M.
  • Vanguard S&P 500 ETF made up 10.74% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #1 holding.
  • Kathleen S. Wright Associates first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 16 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.