KNW
VOO icon

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
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

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

Kesler Norman & Wride's VOO Position: Q1 2026 in Review

Kesler Norman & Wride increased its Vanguard S&P 500 ETF (VOO) stake by 33% in Q1 2026, buying an estimated $516K and bringing the position to 3,297 shares worth $1.97M. The position accounts for 0.34% of the portfolio, ranked #73.

Kesler Norman & Wride first reported a position in VOO in Q1 2025 and has held it in 4 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Kesler Norman & Wride held 3,297 shares of Vanguard S&P 500 ETF worth $1.97M as of Q1 2026.
  • Kesler Norman & Wride bought 825 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $516K.
  • Vanguard S&P 500 ETF made up 0.34% of Kesler Norman & Wride's portfolio in Q1 2026, its #73 holding.
  • Kesler Norman & Wride first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 4 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.