Keystone Financial Services (Colorado)’s Vanguard S&P 500 ETF VOO Stock Holding History

Keystone Financial Services (Colorado)’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	$297K	Sell	432 -504	-54%	-$336K	0.08%	99
2026 Q1	$559K	Hold	936	–	–	0.16%	63
2025 Q4	$587K	Hold	936	–	–	0.18%	64
2025 Q3	$573K	Buy	936 +1	+0.1%	+$589	0.18%	63
2025 Q2	$531K	Sell	935 -283	-23%	-$149K	0.18%	64
2025 Q1	$626K	Buy	1,218 +284	+30%	+$154K	0.24%	54
2024 Q4	$503K	Buy	+934	New	+$506K	0.19%	55

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

Keystone Financial Services (Colorado)'s VOO Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its Vanguard S&P 500 ETF (VOO) stake by 54% in Q2 2026, selling an estimated $336K and leaving 432 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #99.

Keystone Financial Services (Colorado) first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $626K in Q1 2025. 4,009 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Keystone Financial Services (Colorado) held 432 shares of Vanguard S&P 500 ETF worth $297K as of Q2 2026.
Keystone Financial Services (Colorado) sold 504 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $336K.
Vanguard S&P 500 ETF made up 0.08% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #99 holding.
Keystone Financial Services (Colorado) first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Services (Colorado)'s Vanguard S&P 500 ETF position peaked at $626K in Q1 2025.
4,009 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.