Kestra Private Wealth Services
VOO icon

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

Kestra Private Wealth 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
Q3 		$90.7M Buy
129,406
+13,797
+12% +$9.6M 0.97% 12
2026
Q2 		$79.4M Buy
115,609
+8,512
+8% +$5.67M 0.87% 15
2026
Q1 		$64M Buy
107,097
+4,075
+4% +$2.55M 0.79% 19
2025
Q4 		$64.6M Sell
103,022
-72
-0.1% -$44.7K 0.8% 19
2025
Q3 		$63.1M Buy
103,094
+528
+0.5% +$311K 0.82% 20
2025
Q2 		$58.3M Sell
102,566
-5,797
-5% -$3.05M 0.84% 19
2025
Q1 		$55.7M Sell
108,363
-15,343
-12% -$8.29M 0.93% 17
2024
Q4 		$66.7M Sell
123,706
-4,680
-4% -$2.53M 1.13% 10
2024
Q3 		$67.7M Buy
128,386
+3,456
+3% +$1.76M 1.24% 8
2024
Q2 		$62.5M Buy
124,930
+20,285
+19% +$9.8M 1.25% 9
2024
Q1 		$50.3M Buy
104,645
+28,408
+37% +$13M 1.13% 6
2023
Q4 		$33.3M Buy
76,237
+23,496
+45% +$9.6M 0.85% 15
2023
Q3 		$20.7M Buy
52,741
+12,386
+31% +$5.06M 0.65% 19
2023
Q2 		$16.4M Buy
40,355
+1,736
+4% +$670K 0.56% 30
2023
Q1 		$14.5M Buy
38,619
+3,813
+11% +$1.4M 0.58% 29
2022
Q4 		$12.2M Sell
34,806
-3,900
-10% -$1.38M 0.62% 28
2022
Q3 		$12.7M Buy
38,706
+6,460
+20% +$2.36M 0.74% 18
2022
Q2 		$11.2M Buy
32,246
+2,472
+8% +$931K 0.64% 24
2022
Q1 		$12.4M Sell
29,774
-2,394
-7% -$980K 0.61% 24
2021
Q4 		$14M Buy
32,168
+506
+2% +$214K 0.67% 22
2021
Q3 		$12.5M Buy
31,662
+716
+2% +$290K 0.7% 20
2021
Q2 		$12.2M Buy
30,946
+4,562
+17% +$1.75M 0.74% 15
2021
Q1 		$9.6M Sell
26,384
-5,560
-17% -$1.97M 0.67% 21
2020
Q4 		$10.9M Buy
31,944
+1,417
+5% +$462K 0.8% 13
2020
Q3 		$9.36M Buy
+30,527
New +$9.3M 0.81% 16

Other funds holding VOO

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Kestra Private Wealth Services's VOO Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 12% in Q3 2026, buying an estimated $9.6M and bringing the position to 129,406 shares worth $90.7M. The position accounts for 0.97% of the portfolio, ranked #12.

Kestra Private Wealth Services first reported a position in VOO in Q3 2020 and has held it in 25 quarters since. 3,387 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Kestra Private Wealth Services held 129,406 shares of Vanguard S&P 500 ETF worth $90.7M as of Q3 2026.
  • Kestra Private Wealth Services bought 13,797 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $9.6M.
  • Vanguard S&P 500 ETF made up 0.97% of Kestra Private Wealth Services's portfolio in Q3 2026, its #12 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 25 quarters since.
  • 3,387 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.