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Keystone Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Keystone 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 		$7.57M Sell
12,669
-226
-2% -$141K 1.62% 13
2025
Q4 		$8.09M Buy
12,895
+274
+2% +$170K 1.7% 11
2025
Q3 		$7.73M Buy
12,621
+256
+2% +$151K 1.69% 11
2025
Q2 		$7.02M Sell
12,365
-2,015
-14% -$1.06M 1.69% 11
2025
Q1 		$7.39M Buy
14,380
+784
+6% +$424K 2% 11
2024
Q4 		$7.33M Buy
13,596
+2,723
+25% +$1.47M 1.94% 11
2024
Q3 		$5.74M Buy
10,873
+382
+4% +$194K 1.59% 12
2024
Q2 		$5.25M Sell
10,491
-256
-2% -$123K 1.63% 11
2024
Q1 		$5.17M Sell
10,747
-384
-3% -$176K 1.68% 11
2023
Q4 		$4.86M Sell
11,131
-1,555
-12% -$637K 1.67% 11
2023
Q3 		$4.98M Buy
12,686
+649
+5% +$265K 1.89% 11
2023
Q2 		$4.9M Buy
12,037
+210
+2% +$81K 1.83% 12
2023
Q1 		$4.45M Sell
11,827
-31
-0.3% -$11.4K 1.82% 13
2022
Q4 		$4.17M Buy
11,858
+523
+5% +$185K 1.82% 14
2022
Q3 		$3.72M Buy
11,335
+389
+4% +$142K 1.76% 15
2022
Q2 		$3.8M Sell
10,946
-3,540
-24% -$1.33M 1.7% 15
2022
Q1 		$6.01M Sell
14,486
-1,408
-9% -$576K 2.38% 8
2021
Q4 		$6.94M Buy
+15,894
New +$6.71M 2.82% 5

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

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

Keystone Wealth Services reduced its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q1 2026, selling an estimated $141K and leaving 12,669 shares worth $7.57M. The position accounts for 1.62% of the portfolio, ranked #13.

Keystone Wealth Services first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.09M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Keystone Wealth Services held 12,669 shares of Vanguard S&P 500 ETF worth $7.57M as of Q1 2026.
  • Keystone Wealth Services sold 226 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $141K.
  • Vanguard S&P 500 ETF made up 1.62% of Keystone Wealth Services's portfolio in Q1 2026, its #13 holding.
  • Keystone Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's Vanguard S&P 500 ETF position peaked at $8.09M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.