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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
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% +$9.71K 0.59% 25
2021
Q3 		$1.07M Buy
2,709
+24
+0.9% +$9.74K 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

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

KFA Private Wealth Group's VOO Position: Q1 2026 in Review

KFA Private Wealth Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.32% in Q1 2026, selling an estimated $11.3K and leaving 5,579 shares worth $3.33M. The position accounts for 0.8% of the portfolio, ranked #25.

KFA Private Wealth Group first reported a position in VOO in Q4 2019 and has held it in 25 quarters since. The position peaked at $5M in Q1 2024. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • KFA Private Wealth Group held 5,579 shares of Vanguard S&P 500 ETF worth $3.33M as of Q1 2026.
  • KFA Private Wealth Group sold 18 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $11.3K.
  • Vanguard S&P 500 ETF made up 0.8% of KFA Private Wealth Group's portfolio in Q1 2026, its #25 holding.
  • KFA Private Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 25 quarters since.
  • KFA Private Wealth Group's Vanguard S&P 500 ETF position peaked at $5M in Q1 2024.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on KFA Private Wealth Group's 13F filing for Q1 2026, filed 20 Apr 2026.