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Kestra Advisory Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Kestra Advisory Services’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 		$333M Sell
484,959
-22,958
-5% -$15.3M 1.07% 10
2026
Q1 		$304M Buy
507,917
+62,083
+14% +$38.8M 1.15% 9
2025
Q4 		$280M Buy
445,834
+28,018
+7% +$17.4M 1.15% 10
2025
Q3 		$256M Sell
417,816
-39,873
-9% -$23.5M 1.17% 9
2025
Q2 		$260M Sell
457,689
-130,208
-22% -$68.4M 1.27% 10
2025
Q1 		$302M Buy
587,897
+53,346
+10% +$28.8M 1.46% 5
2024
Q4 		$288M Buy
534,551
+102,570
+24% +$55.6M 1.57% 7
2024
Q3 		$228M Sell
431,981
-143,112
-25% -$72.7M 1.26% 10
2024
Q2 		$275M Buy
575,093
+54,562
+10% +$26.3M 1.54% 7
2024
Q1 		$250M Buy
520,531
+86,353
+20% +$39.5M 1.68% 5
2023
Q4 		$190M Buy
434,178
+240,677
+124% +$98.5M 1.54% 6
2023
Q3 		$76M Buy
193,501
+19,066
+11% +$7.8M 0.75% 17
2023
Q2 		$71M Buy
174,435
+9,629
+6% +$3.71M 0.71% 17
2023
Q1 		$62M Sell
164,806
-46,193
-22% -$16.9M 0.67% 20
2022
Q4 		$74.1M Buy
210,999
+42,125
+25% +$14.9M 0.66% 17
2022
Q3 		$55.4M Sell
168,874
-25,648
-13% -$9.37M 0.59% 19
2022
Q2 		$67.5M Buy
194,522
+57,157
+42% +$21.5M 0.69% 18
2022
Q1 		$57M Buy
137,365
+17,160
+14% +$7.02M 0.59% 19
2021
Q4 		$52.5M Sell
120,205
-21,495
-15% -$9.07M 0.53% 24
2021
Q3 		$55.9M Buy
141,700
+10,836
+8% +$4.4M 0.56% 19
2021
Q2 		$51.5M Sell
130,864
-11,705
-8% -$4.49M 0.58% 15
2021
Q1 		$51.9M Sell
142,569
-64,038
-31% -$22.7M 0.66% 14
2020
Q4 		$70.6M Buy
206,607
+54,144
+36% +$17.7M 0.82% 12
2020
Q3 		$47.1M Buy
+152,463
New +$46.4M 0.88% 14

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Kestra Advisory Services's VOO Position: Q2 2026 in Review

Kestra Advisory Services reduced its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q2 2026, selling an estimated $15.3M and leaving 484,959 shares worth $333M. The position accounts for 1.07% of the portfolio, ranked #10.

Kestra Advisory Services first reported a position in VOO in Q3 2020 and has held it in 24 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Kestra Advisory Services held 484,959 shares of Vanguard S&P 500 ETF worth $333M as of Q2 2026.
  • Kestra Advisory Services sold 22,958 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $15.3M.
  • Vanguard S&P 500 ETF made up 1.07% of Kestra Advisory Services's portfolio in Q2 2026, its #10 holding.
  • Kestra Advisory Services first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 24 quarters since.
  • 4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.