KWMG
VOO icon

King Wealth Management Group’s Vanguard S&P 500 ETF VOO Stock Holding History

King Wealth Management 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 		$1.56M Buy
2,615
+17
+0.7% +$10.6K 0.2% 52
2025
Q4 		$1.63M Sell
2,598
-16
-0.6% -$9.94K 0.2% 48
2025
Q3 		$1.6M Sell
2,614
-4
-0.2% -$2.36K 0.2% 48
2025
Q2 		$1.49M Buy
2,618
+564
+27% +$296K 0.2% 49
2025
Q1 		$1.06M Buy
2,054
+2
+0.1% +$1.08K 0.16% 60
2024
Q4 		$1.11M Buy
2,052
+17
+0.8% +$9.21K 0.16% 60
2024
Q3 		$1.07M Buy
2,035
+75
+4% +$38.1K 0.17% 60
2024
Q2 		$980K Hold
1,960
– – 0.16% 63
2024
Q1 		$942K Hold
1,960
– – 0.17% 65
2023
Q4 		$856K Buy
1,960
+182
+10% +$74.5K 0.17% 63
2023
Q3 		$698K Buy
1,778
+995
+127% +$407K 0.15% 63
2023
Q2 		$319K Sell
783
-15
-2% -$5.79K 0.06% 108
2023
Q1 		$300K Buy
798
+219
+38% +$80.3K 0.07% 113
2022
Q4 		$203K Buy
+579
New +$205K 0.05% 132
2022
Q2 		– Sell
-832
Closed -$345K – 183
2022
Q1 		$345K Hold
832
– – 0.07% 124
2021
Q4 		$363K Hold
832
– – 0.07% 121
2021
Q3 		$328K Sell
832
-21
-2% -$8.52K 0.07% 131
2021
Q2 		$336K Hold
853
– – 0.07% 128
2021
Q1 		$311K Hold
853
– – 0.07% 126
2020
Q4 		$293K Hold
853
– – 0.07% 127
2020
Q3 		$262K Hold
853
– – 0.07% 130
2020
Q2 		$242K Hold
853
– – 0.07% 128
2020
Q1 		$202K Hold
853
– – 0.09% 127
2019
Q4 		$252K Hold
853
– – 0.07% 123
2019
Q3 		$233K Hold
853
– – 0.07% 124
2019
Q2 		$230K Sell
853
-362
-30% -$95.8K 0.07% 121
2019
Q1 		$315K Buy
+1,215
New +$303K 0.1% 95

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

King Wealth Management Group's VOO Position: Q1 2026 in Review

King Wealth Management Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.65% in Q1 2026, buying an estimated $10.6K and bringing the position to 2,615 shares worth $1.56M. The position accounts for 0.2% of the portfolio, ranked #52.

King Wealth Management Group first reported a position in VOO in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.63M in Q4 2025. 3,832 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • King Wealth Management Group held 2,615 shares of Vanguard S&P 500 ETF worth $1.56M as of Q1 2026.
  • King Wealth Management Group bought 17 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $10.6K.
  • Vanguard S&P 500 ETF made up 0.2% of King Wealth Management Group's portfolio in Q1 2026, its #52 holding.
  • King Wealth Management Group first reported a position in Vanguard S&P 500 ETF in Q1 2019 and has held it in 27 quarters since.
  • King Wealth Management Group's Vanguard S&P 500 ETF position peaked at $1.63M in Q4 2025.
  • 3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.