Kestra Investment Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Kestra Investment Management’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	$6.18M	Buy	8,999 +402	+5%	+$268K	0.12%	74
2026 Q1	$5.14M	Sell	8,597 -342	-4%	-$214K	0.09%	72
2025 Q4	$5.61M	Buy	8,939 +155	+2%	+$96.3K	0.14%	70
2025 Q3	$5.38M	Buy	8,784 +724	+9%	+$427K	0.14%	67
2025 Q2	$4.58M	Buy	8,060 +635	+9%	+$334K	0.14%	65
2025 Q1	$3.82M	Buy	7,425 +2,541	+52%	+$1.37M	0.12%	65
2024 Q4	$2.63M	Buy	4,884 +3,406	+230%	+$1.84M	0.1%	72
2024 Q3	$780K	Buy	+1,478	New	+$751K	0.03%	151

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

Kestra Investment Management's VOO Position: Q2 2026 in Review

Kestra Investment Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q2 2026, buying an estimated $268K and bringing the position to 8,999 shares worth $6.18M. The position accounts for 0.12% of the portfolio, ranked #74.

Kestra Investment Management first reported a position in VOO in Q3 2024 and has held it in 8 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kestra Investment Management held 8,999 shares of Vanguard S&P 500 ETF worth $6.18M as of Q2 2026.
Kestra Investment Management bought 402 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $268K.
Vanguard S&P 500 ETF made up 0.12% of Kestra Investment Management's portfolio in Q2 2026, its #74 holding.
Kestra Investment Management first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 8 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.