KCFA
VOO icon

Key Client Fiduciary Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Key Client Fiduciary Advisors’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 		$4.98M Buy
7,258
+558
+8% +$372K 1.44% 16
2026
Q1 		$4M Buy
6,700
+668
+11% +$418K 1.36% 17
2025
Q4 		$3.78M Buy
6,032
+683
+13% +$424K 1.29% 16
2025
Q3 		$3.28M Buy
5,349
+581
+12% +$342K 1.08% 16
2025
Q2 		$2.71M Buy
4,768
+400
+9% +$210K 1.1% 18
2025
Q1 		$2.24M Buy
4,368
+120
+3% +$64.9K 1.02% 23
2024
Q4 		$2.29M Buy
4,248
+391
+10% +$212K 1.01% 20
2024
Q3 		$2.04M Buy
3,857
+853
+28% +$434K 0.91% 24
2024
Q2 		$1.5M Buy
3,004
+712
+31% +$343K 0.75% 30
2024
Q1 		$1.1M Buy
2,292
+38
+2% +$17.4K 0.58% 38
2023
Q4 		$985K Buy
2,254
+425
+23% +$174K 0.57% 38
2023
Q3 		$718K Buy
1,829
+368
+25% +$150K 0.44% 51
2023
Q2 		$595K Buy
1,461
+20
+1% +$7.72K 0.35% 64
2023
Q1 		$542K Sell
1,441
-45
-3% -$16.5K 0.34% 66
2022
Q4 		$522K Buy
1,486
+203
+16% +$71.7K 0.35% 62
2022
Q3 		$421K Buy
1,283
+32
+3% +$11.7K 0.38% 55
2022
Q2 		$434K Buy
1,251
+43
+4% +$16.2K 0.42% 54
2022
Q1 		$502K Buy
1,208
+70
+6% +$28.7K 0.4% 60
2021
Q4 		$497K Buy
+1,138
New +$480K 0.41% 62

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GG
Gleason Group Prospect, Kentucky $1.15B AUM 21.11% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
WWM
Wiser Wealth Management Marietta, Georgia $523M AUM 17.1% 1-Year Est. Return
AFFA
ALM First Financial Advisors Dallas, Texas $594M AUM 19.62% 1-Year Est. Return