Kiley Juergens Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Kiley Juergens Wealth Management’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	$1.94M	Buy	+3,249	New	+$2.03M	0.34%	53
2018 Q4	–	Sell	-1,316	Closed	-$351K	–	638
2018 Q3	$351K	Buy	1,316 +849	+182%	+$222K	0.26%	66
2018 Q2	$116K	Buy	+467	New	+$116K	0.1%	121
2018 Q1	–	Sell	-345	Closed	-$84K	–	594
2017 Q4	$84K	Buy	+345	New	+$82.5K	0.08%	144

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Kiley Juergens Wealth Management's VOO Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Vanguard S&P 500 ETF (VOO) in Q1 2026: 3,249 shares worth $1.94M. The stake represents 0.34% of the portfolio and ranks #53 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in VOO as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in VOO in Q4 2017 and has held it in 4 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Kiley Juergens Wealth Management held 3,249 shares of Vanguard S&P 500 ETF worth $1.94M as of Q1 2026.
Vanguard S&P 500 ETF was a new Kiley Juergens Wealth Management position in Q1 2026.
Vanguard S&P 500 ETF made up 0.34% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #53 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 4 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.