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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
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% +$9.76M 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% +$9.62M 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 		$9.61M 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

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 Private Wealth Services's VOO Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 4% in Q1 2026, buying an estimated $2.55M and bringing the position to 107,097 shares worth $64M. The position accounts for 0.79% of the portfolio, ranked #19.

Kestra Private Wealth Services first reported a position in VOO in Q3 2020 and has held it in 23 quarters since. The position peaked at $67.7M in Q3 2024. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Kestra Private Wealth Services held 107,097 shares of Vanguard S&P 500 ETF worth $64M as of Q1 2026.
  • Kestra Private Wealth Services bought 4,075 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.55M.
  • Vanguard S&P 500 ETF made up 0.79% of Kestra Private Wealth Services's portfolio in Q1 2026, its #19 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard S&P 500 ETF position peaked at $67.7M in Q3 2024.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.