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Kiely Wealth Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Kiely Wealth Advisory 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
2024
Q4 		$7.78M Buy
13,988
+574
+4% +$311K 5.01% 6
2024
Q3 		$7.37M Buy
13,414
+1,990
+17% +$1.01M 4.67% 5
2024
Q2 		$5.55M Buy
11,424
+1,008
+10% +$485K 3.06% 6
2024
Q1 		$4.88M Buy
10,416
+772
+8% +$353K 2.78% 6
2023
Q4 		$4.33M Buy
+9,644
New +$3.95M 2.51% 6

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Kiely Wealth Advisory Group's VOO Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q4 2024, buying an estimated $311K and bringing the position to 13,988 shares worth $7.78M. The position accounts for 5.01% of the portfolio, ranked #6.

Kiely Wealth Advisory Group first reported a position in VOO in Q4 2023 and has held it in 5 quarters since. 3,321 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Kiely Wealth Advisory Group held 13,988 shares of Vanguard S&P 500 ETF worth $7.78M as of Q4 2024.
  • Kiely Wealth Advisory Group bought 574 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $311K.
  • Vanguard S&P 500 ETF made up 5.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #6 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 5 quarters since.
  • 3,321 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.