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

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

Key Client Fiduciary Advisors's VOO Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.3% in Q2 2026, buying an estimated $372K and bringing the position to 7,258 shares worth $4.98M. The position accounts for 1.44% of the portfolio, ranked #16.

Key Client Fiduciary Advisors first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Key Client Fiduciary Advisors held 7,258 shares of Vanguard S&P 500 ETF worth $4.98M as of Q2 2026.
Key Client Fiduciary Advisors bought 558 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $372K.
Vanguard S&P 500 ETF made up 1.44% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #16 holding.
Key Client Fiduciary Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.