Kellett Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Kellett Wealth 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	$602K	Buy	1,007 +5	+0.5%	+$3.13K	0.33%	41
2025 Q4	$628K	Buy	1,002 +308	+44%	+$191K	0.36%	38
2025 Q3	$425K	Buy	694 +55	+9%	+$32.4K	0.26%	45
2025 Q2	$363K	Hold	639	–	–	0.24%	43
2025 Q1	$328K	Sell	639 -43	-6%	-$23.2K	0.23%	49
2024 Q4	$367K	Hold	682	–	–	0.25%	43
2024 Q3	$360K	Buy	682 +212	+45%	+$108K	0.26%	44
2024 Q2	$235K	Sell	470 -244	-34%	-$117K	0.19%	61
2024 Q1	$343K	Buy	714 +28	+4%	+$12.8K	0.24%	56
2023 Q4	$300K	Buy	686 +100	+17%	+$40.9K	0.22%	56
2023 Q3	$230K	Buy	586 +35	+6%	+$14.3K	0.2%	57
2023 Q2	$224K	Buy	+551	New	+$213K	0.2%	47

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Kellett Wealth Advisors's VOO Position: Q1 2026 in Review

Kellett Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.5% in Q1 2026, buying an estimated $3.13K and bringing the position to 1,007 shares worth $602K. The position accounts for 0.33% of the portfolio, ranked #41.

Kellett Wealth Advisors first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $628K in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Kellett Wealth Advisors held 1,007 shares of Vanguard S&P 500 ETF worth $602K as of Q1 2026.
Kellett Wealth Advisors bought 5 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.13K.
Vanguard S&P 500 ETF made up 0.33% of Kellett Wealth Advisors's portfolio in Q1 2026, its #41 holding.
Kellett Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Kellett Wealth Advisors's Vanguard S&P 500 ETF position peaked at $628K in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kellett Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.