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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
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

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

Kelleher Financial Advisors's VOO Position: Q1 2026 in Review

Kelleher Financial Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 674 shares — an estimated $423K sold.

Kelleher Financial Advisors first reported a position in VOO in Q4 2016 and held it in 5 quarters. The position peaked at $506K in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Kelleher Financial Advisors reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 674 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $423K.
  • Kelleher Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2016 and held it in 5 quarters.
  • Kelleher Financial Advisors's Vanguard S&P 500 ETF position peaked at $506K in Q2 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.