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Keating Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Keating Wealth Management’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
2024
Q1 		$5.53M Buy
11,510
+2,386
+26% +$1.09M 3.32% 6
2023
Q4 		$3.99M Buy
+9,124
New +$3.74M 2.75% 6

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Keating Wealth Management's VOO Position: Q1 2024 in Review

Keating Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 26% in Q1 2024, buying an estimated $1.09M and bringing the position to 11,510 shares worth $5.53M. The position accounts for 3.32% of the portfolio, ranked #6.

Keating Wealth Management first reported a position in VOO in Q4 2023 and has held it in 2 quarters since. 2,751 funds tracked by Wall St. Rank hold VOO as of Q1 2024.

  • Keating Wealth Management held 11,510 shares of Vanguard S&P 500 ETF worth $5.53M as of Q1 2024.
  • Keating Wealth Management bought 2,386 Vanguard S&P 500 ETF shares in Q1 2024, an estimated $1.09M.
  • Vanguard S&P 500 ETF made up 3.32% of Keating Wealth Management's portfolio in Q1 2024, its #6 holding.
  • Keating Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 2 quarters since.
  • 2,751 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.