KWM
VOO icon

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

Keebeck 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
2026
Q1 		$4.26M Sell
7,123
-685
-9% -$428K 0.48% 52
2025
Q4 		$4.9M Buy
7,808
+71
+0.9% +$44.1K 0.57% 40
2025
Q3 		$4.75M Buy
7,737
+30
+0.4% +$17.7K 0.56% 50
2025
Q2 		$4.39M Buy
7,707
+548
+8% +$288K 0.57% 48
2025
Q1 		$3.68M Sell
7,159
-118
-2% -$63.8K 0.54% 50
2024
Q4 		$3.92M Buy
7,277
+278
+4% +$151K 0.57% 50
2024
Q3 		$3.7M Buy
6,999
+197
+3% +$100K 0.54% 55
2024
Q2 		$3.41M Buy
6,802
+139
+2% +$66.9K 0.5% 58
2024
Q1 		$3.2M Buy
6,663
+25
+0.4% +$11.4K 0.47% 62
2023
Q4 		$2.9M Sell
6,638
-6,439
-49% -$2.64M 0.48% 61
2023
Q3 		$5.15M Hold
13,077
– – 0.9% 23
2023
Q2 		$5.35M Hold
13,077
– – 0.73% 34
2023
Q1 		$4.92M Sell
13,077
-5,040
-28% -$1.85M 0.79% 33
2022
Q4 		$6.37M Buy
18,117
+4,819
+36% +$1.7M 1.12% 20
2022
Q3 		$4.38M Buy
13,298
+191
+1% +$69.8K 0.85% 31
2022
Q2 		$4.57M Buy
13,107
+4,842
+59% +$1.82M 0.87% 27
2022
Q1 		$3.43M Buy
8,265
+2
+0% +$819 0.57% 40
2021
Q4 		$3.61M Hold
8,263
– – 0.64% 37
2021
Q3 		$3.27M Sell
8,263
-72,183
-90% -$29.3M 0.64% 38
2021
Q2 		$31.7M Sell
80,446
-14,265
-15% -$5.48M 4.57% 4
2021
Q1 		$34.5M Buy
94,711
+292
+0.3% +$104K 5.36% 3
2020
Q4 		$32.5M Buy
94,419
+7,507
+9% +$2.45M 5.65% 3
2020
Q3 		$26.9M Buy
86,912
+80,449
+1,245% +$24.5M 5.54% 4
2020
Q2 		$1.84M Buy
6,463
+1,050
+19% +$283K 0.58% 39
2020
Q1 		$1.28M Buy
5,413
+5,405
+67,563% +$1.51M 0.53% 41
2019
Q4 		$2K Buy
+8
New +$2.26K ﹤0.01% 325

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Keebeck Wealth Management's VOO Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 8.8% in Q1 2026, selling an estimated $428K and leaving 7,123 shares worth $4.26M. The position accounts for 0.48% of the portfolio, ranked #52.

Keebeck Wealth Management first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. The position peaked at $34.5M in Q1 2021. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Keebeck Wealth Management held 7,123 shares of Vanguard S&P 500 ETF worth $4.26M as of Q1 2026.
  • Keebeck Wealth Management sold 685 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $428K.
  • Vanguard S&P 500 ETF made up 0.48% of Keebeck Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Keebeck Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • Keebeck Wealth Management's Vanguard S&P 500 ETF position peaked at $34.5M in Q1 2021.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.