Kesler Norman & Wride’s Vanguard S&P 500 ETF VOO Stock Holding History

Kesler Norman & Wride’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	$2.4M	Buy	3,490 +193	+6%	+$129K	0.38%	71
2026 Q1	$1.97M	Buy	3,297 +825	+33%	+$516K	0.34%	73
2025 Q4	$1.55M	Buy	+2,472	New	+$1.54M	0.27%	90
2025 Q3	–	Sell	-1,667	Closed	-$947K	–	242
2025 Q2	$947K	Buy	1,667 +1,269	+319%	+$667K	0.17%	131
2025 Q1	$205K	Buy	+398	New	+$215K	0.04%	206

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

Kesler Norman & Wride's VOO Position: Q2 2026 in Review

Kesler Norman & Wride increased its Vanguard S&P 500 ETF (VOO) stake by 5.9% in Q2 2026, buying an estimated $129K and bringing the position to 3,490 shares worth $2.4M. The position accounts for 0.38% of the portfolio, ranked #71.

Kesler Norman & Wride first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kesler Norman & Wride held 3,490 shares of Vanguard S&P 500 ETF worth $2.4M as of Q2 2026.
Kesler Norman & Wride bought 193 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $129K.
Vanguard S&P 500 ETF made up 0.38% of Kesler Norman & Wride's portfolio in Q2 2026, its #71 holding.
Kesler Norman & Wride first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.