Keystone Global Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Keystone Global Partners’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	$4.93M	Buy	7,038 +1,710	+32%	+$1.19M	1.77%	17
2026 Q2	$3.66M	Sell	5,328 -39	-0.7%	-$26K	1.38%	21
2026 Q1	$3.21M	Sell	5,367 -288	-5%	-$180K	1.42%	22
2025 Q4	$3.55M	Sell	5,655 -98	-2%	-$60.9K	1.56%	19
2025 Q3	$3.52M	Sell	5,753 -177	-3%	-$104K	1.79%	18
2025 Q2	$3.37M	Sell	5,930 -537	-8%	-$282K	1.84%	18
2025 Q1	$3.32M	Buy	+6,467	New	+$3.5M	2.33%	17

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Keystone Global Partners's VOO Position: Q3 2026 in Review

Keystone Global Partners increased its Vanguard S&P 500 ETF (VOO) stake by 32% in Q3 2026, buying an estimated $1.19M and bringing the position to 7,038 shares worth $4.93M. The position accounts for 1.77% of the portfolio, ranked #17.

Keystone Global Partners first reported a position in VOO in Q1 2025 and has held it in 7 quarters since. 955 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Keystone Global Partners held 7,038 shares of Vanguard S&P 500 ETF worth $4.93M as of Q3 2026.
Keystone Global Partners bought 1,710 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $1.19M.
Vanguard S&P 500 ETF made up 1.77% of Keystone Global Partners's portfolio in Q3 2026, its #17 holding.
Keystone Global Partners first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
955 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Keystone Global Partners's 13F filing for Q3 2026, filed 13 Oct 2026.