Kingsbury Capital Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Kingsbury Capital Investment Advisors’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 Q2	$1.05M	Buy	1,529 +553	+57%	+$369K	0.89%	32
2026 Q1	$583K	Buy	+976	New	+$610K	0.55%	51
2022 Q3	$295K	Buy	897 +30	+3%	+$11K	0.45%	46
2022 Q2	$301K	Hold	867	–	–	0.41%	55
2022 Q1	$360K	Buy	+867	New	+$355K	0.4%	48

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Kingsbury Capital Investment Advisors's VOO Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 57% in Q2 2026, buying an estimated $369K and bringing the position to 1,529 shares worth $1.05M. The position accounts for 0.89% of the portfolio, ranked #32.

Kingsbury Capital Investment Advisors first reported a position in VOO in Q1 2022 and has held it in 5 quarters since. 4,015 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kingsbury Capital Investment Advisors held 1,529 shares of Vanguard S&P 500 ETF worth $1.05M as of Q2 2026.
Kingsbury Capital Investment Advisors bought 553 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $369K.
Vanguard S&P 500 ETF made up 0.89% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #32 holding.
Kingsbury Capital Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 5 quarters since.
4,015 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.