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Keeler & Nadler Financial Planning & Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Keeler & Nadler Financial Planning & 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 		$1.36M Buy
1,983
+127
+7% +$84.7K 0.39% 35
2026
Q1 		$1.11M Buy
+1,856
New +$1.16M 0.38% 35

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's VOO Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q2 2026, buying an estimated $84.7K and bringing the position to 1,983 shares worth $1.36M. The position accounts for 0.39% of the portfolio, ranked #35.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VOO in Q1 2026 and has held it in 2 quarters since. 2,788 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 1,983 shares of Vanguard S&P 500 ETF worth $1.36M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 127 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $84.7K.
  • Vanguard S&P 500 ETF made up 0.39% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,788 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.