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 Q2	$4.89M	Buy	7,126 +3	+0%	+$2K	0.48%	50
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

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

Keebeck Wealth Management's VOO Position: Q2 2026 in Review

Keebeck Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.04% in Q2 2026, buying an estimated $2K and bringing the position to 7,126 shares worth $4.89M. The position accounts for 0.48% of the portfolio, ranked #50.

Keebeck Wealth Management first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. The position peaked at $34.5M in Q1 2021. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Keebeck Wealth Management held 7,126 shares of Vanguard S&P 500 ETF worth $4.89M as of Q2 2026.
Keebeck Wealth Management bought 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
Vanguard S&P 500 ETF made up 0.48% of Keebeck Wealth Management's portfolio in Q2 2026, its #50 holding.
Keebeck Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
Keebeck Wealth Management's Vanguard S&P 500 ETF position peaked at $34.5M in Q1 2021.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.