KAS
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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
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

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

Kestra Advisory Services's VOO Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 14% in Q1 2026, buying an estimated $38.8M and bringing the position to 507,917 shares worth $304M. The position accounts for 1.15% of the portfolio, ranked #9.

Kestra Advisory Services first reported a position in VOO in Q3 2020 and has held it in 23 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Kestra Advisory Services held 507,917 shares of Vanguard S&P 500 ETF worth $304M as of Q1 2026.
  • Kestra Advisory Services bought 62,083 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $38.8M.
  • Vanguard S&P 500 ETF made up 1.15% of Kestra Advisory Services's portfolio in Q1 2026, its #9 holding.
  • Kestra Advisory Services first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.