KFA Private Wealth Group
VOO icon

KFA Private Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

KFA Private Wealth Group’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 		$7.03M Buy
10,026
+4,538
+83% +$3.17M 1.65% 13
2026
Q2 		$3.77M Sell
5,488
-91
-2% -$60.7K 0.91% 23
2026
Q1 		$3.33M Sell
5,579
-18
-0.3% -$11.3K 0.8% 25
2025
Q4 		$3.51M Sell
5,597
-256
-4% -$159K 0.85% 23
2025
Q3 		$3.58M Buy
5,853
+118
+2% +$69.6K 1.02% 21
2025
Q2 		$3.26M Buy
5,735
+583
+11% +$306K 1.01% 21
2025
Q1 		$2.65M Buy
5,152
+259
+5% +$140K 0.93% 21
2024
Q4 		$2.64M Buy
4,893
+78
+2% +$42.2K 1.1% 21
2024
Q3 		$2.54M Sell
4,815
-506
-10% -$257K 1.21% 20
2024
Q2 		$2.66M Sell
5,321
-5,071
-49% -$2.44M 1.38% 18
2024
Q1 		$5M Buy
10,392
+2,378
+30% +$1.09M 1.55% 13
2023
Q4 		$3.5M Buy
8,014
+1,463
+22% +$599K 1.25% 15
2023
Q3 		$2.57M Buy
6,551
+612
+10% +$250K 1.07% 16
2023
Q2 		$2.42M Buy
5,939
+3,051
+106% +$1.18M 1% 16
2023
Q1 		$1.09M Sell
2,888
-1
-0% -$367 0.49% 27
2022
Q4 		$1.01M Buy
2,889
+111
+4% +$39.2K 0.52% 26
2022
Q3 		$912K Buy
2,778
+37
+1% +$13.5K 0.49% 28
2022
Q2 		$951K Hold
2,741
– – 0.53% 31
2022
Q1 		$1.14M Buy
2,741
+9
+0.3% +$3.68K 0.57% 27
2021
Q4 		$1.19M Buy
2,732
+23
+0.8% +$9.7K 0.59% 25
2021
Q3 		$1.07M Buy
2,709
+24
+0.9% +$9.7K 0.59% 25
2021
Q2 		$1.06M Sell
2,685
-34
-1% -$13.1K 0.58% 24
2021
Q1 		$990K Buy
2,719
+170
+7% +$60.3K 0.58% 26
2020
Q4 		$876K Buy
2,549
+20
+0.8% +$6.52K 0.56% 28
2020
Q3 		$778K Buy
+2,529
New +$770K 0.58% 29
2020
Q2 		– Sell
-2,517
Closed -$596K – 55
2020
Q1 		$596K Buy
2,517
+769
+44% +$215K 0.71% 23
2019
Q4 		$517K Buy
+1,748
New +$494K 0.47% 28

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
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
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

KFA Private Wealth Group's VOO Position: Q3 2026 in Review

KFA Private Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 83% in Q3 2026, buying an estimated $3.17M and bringing the position to 10,026 shares worth $7.03M. The position accounts for 1.65% of the portfolio, ranked #13.

KFA Private Wealth Group first reported a position in VOO in Q4 2019 and has held it in 27 quarters since. 1,117 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • KFA Private Wealth Group held 10,026 shares of Vanguard S&P 500 ETF worth $7.03M as of Q3 2026.
  • KFA Private Wealth Group bought 4,538 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.17M.
  • Vanguard S&P 500 ETF made up 1.65% of KFA Private Wealth Group's portfolio in Q3 2026, its #13 holding.
  • KFA Private Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.