Kelleher Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Kelleher Financial Advisors’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	$769K	Buy	+1,119	New	+$746K	0.11%	130
2026 Q1	–	Sell	-674	Closed	-$423K	–	706
2025 Q4	$423K	Buy	+674	New	+$419K	0.1%	133
2025 Q3	–	Sell	-890	Closed	-$506K	–	659
2025 Q2	$506K	Buy	+890	New	+$468K	0.18%	78
2017 Q3	–	Sell	-1,102	Closed	-$244K	–	85
2017 Q2	$244K	Hold	1,102	–	–	0.47%	66
2017 Q1	$238K	Hold	1,102	–	–	0.51%	67
2016 Q4	$226K	Buy	+1,102	New	+$221K	0.13%	119

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

Kelleher Financial Advisors's VOO Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 1,119 shares worth $769K. The stake represents 0.11% of the portfolio and ranks #130 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in VOO as recently as Q4 2025.

Kelleher Financial Advisors first reported a position in VOO in Q4 2016 and has held it in 6 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kelleher Financial Advisors held 1,119 shares of Vanguard S&P 500 ETF worth $769K as of Q2 2026.
Vanguard S&P 500 ETF was a new Kelleher Financial Advisors position in Q2 2026.
Vanguard S&P 500 ETF made up 0.11% of Kelleher Financial Advisors's portfolio in Q2 2026, its #130 holding.
Kelleher Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2016 and has held it in 6 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.