Kingfisher Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Kingfisher Capital’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 Q3	$1.15M	Buy	2,188 +821	+60%	+$417K	0.26%	89
2024 Q2	$684K	Buy	1,367 +850	+164%	+$409K	0.16%	107
2024 Q1	$248K	Hold	517	–	–	0.06%	147
2023 Q4	$226K	Hold	517	–	–	0.06%	153
2023 Q3	$203K	Hold	517	–	–	0.06%	156
2023 Q2	$210K	Buy	+517	New	+$199K	0.05%	161
2022 Q2	–	Sell	-516	Closed	-$214K	–	194
2022 Q1	$214K	Hold	516	–	–	0.06%	171
2021 Q4	$225K	Hold	516	–	–	0.05%	174
2021 Q3	$203K	Hold	516	–	–	0.05%	172
2021 Q2	$203K	Buy	+516	New	+$198K	0.05%	176

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kingfisher Capital's VOO Position: Q3 2024 in Review

Kingfisher Capital increased its Vanguard S&P 500 ETF (VOO) stake by 60% in Q3 2024, buying an estimated $417K and bringing the position to 2,188 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #89.

Kingfisher Capital first reported a position in VOO in Q2 2021 and has held it in 10 quarters since. 2,927 funds tracked by Wall St. Rank hold VOO as of Q3 2024.

Kingfisher Capital held 2,188 shares of Vanguard S&P 500 ETF worth $1.15M as of Q3 2024.
Kingfisher Capital bought 821 Vanguard S&P 500 ETF shares in Q3 2024, an estimated $417K.
Vanguard S&P 500 ETF made up 0.26% of Kingfisher Capital's portfolio in Q3 2024, its #89 holding.
Kingfisher Capital first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 10 quarters since.
2,927 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.