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

Kingsview 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 Q2	$107M	Sell	156,519 -7,451	-5%	-$4.97M	1.3%	10
2026 Q1	$98M	Buy	163,970 +26,903	+20%	+$16.8M	1.34%	10
2025 Q4	$86M	Buy	137,067 +14,843	+12%	+$9.22M	1.24%	13
2025 Q3	$74.8M	Buy	122,224 +16,205	+15%	+$9.55M	1.14%	14
2025 Q2	$60.2M	Buy	106,019 +9,260	+10%	+$4.87M	1.02%	15
2025 Q1	$49.7M	Buy	96,759 +5,663	+6%	+$3.06M	0.94%	21
2024 Q4	$49.1M	Buy	91,096 +2,472	+3%	+$1.34M	0.96%	22
2024 Q3	$46.8M	Buy	88,624 +22,673	+34%	+$11.5M	0.98%	19
2024 Q2	$33M	Buy	65,951 +11,908	+22%	+$5.73M	0.78%	23
2024 Q1	$26M	Buy	54,043 +7,242	+15%	+$3.31M	0.65%	32
2023 Q4	$20.4M	Buy	46,801 +7,998	+21%	+$3.27M	0.61%	35
2023 Q3	$15.2M	Buy	38,803 +5,186	+15%	+$2.12M	0.55%	35
2023 Q2	$13.7M	Buy	33,617 +3,618	+12%	+$1.4M	0.54%	34
2023 Q1	$11.3M	Buy	29,999 +1,290	+4%	+$473K	0.47%	47
2022 Q4	$10.1M	Sell	28,709 -364	-1%	-$129K	0.44%	51
2022 Q3	$9.54M	Buy	29,073 +806	+3%	+$294K	0.45%	49
2022 Q2	$9.8M	Buy	28,267 +2,047	+8%	+$771K	0.47%	44
2022 Q1	$10.9M	Buy	26,220 +1,767	+7%	+$723K	0.48%	43
2021 Q4	$10.7M	Buy	24,453 +829	+4%	+$350K	0.44%	43
2021 Q3	$9.32M	Buy	23,624 +1,611	+7%	+$654K	0.44%	42
2021 Q2	$8.71M	Buy	22,013 +2,324	+12%	+$892K	0.43%	42
2021 Q1	$7.25M	Buy	19,689 +6,813	+53%	+$2.42M	0.41%	50
2020 Q4	$4.42M	Buy	12,876 +4,718	+58%	+$1.54M	0.32%	72
2020 Q3	$2.51M	Sell	8,158 -1,717	-17%	-$523K	0.22%	111
2020 Q2	$2.8M	Buy	9,875 +6,136	+164%	+$1.65M	0.28%	90
2020 Q1	$885K	Sell	3,739 -864	-19%	-$242K	0.12%	194
2019 Q4	$1.36M	Buy	4,603 +146	+3%	+$41.3K	0.17%	155
2019 Q3	$1.22M	Sell	4,457 -561	-11%	-$152K	0.19%	146
2019 Q2	$1.35M	Sell	5,018 -5,140	-51%	-$1.36M	0.23%	121
2019 Q1	$2.64M	Sell	10,158 -1,379	-12%	-$344K	0.4%	65
2018 Q4	$2.65M	Sell	11,537 -194	-2%	-$48.1K	0.58%	50
2018 Q3	$3.13M	Buy	11,731 +822	+8%	+$215K	0.64%	41
2018 Q2	$2.72M	Sell	10,909 -1,141	-9%	-$283K	0.65%	45
2018 Q1	$2.92M	Buy	12,050 +2,553	+27%	+$641K	0.73%	37
2017 Q4	$2.33M	Buy	9,497 +1,346	+17%	+$322K	0.83%	27
2017 Q3	$1.88M	Sell	8,151 -111	-1%	-$25.1K	0.83%	27
2017 Q2	$1.83M	Buy	8,262 +3,183	+63%	+$701K	0.94%	25
2017 Q1	$1.1M	Buy	+5,079	New	+$1.08M	0.65%	45

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

Kingsview Wealth Management's VOO Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 4.5% in Q2 2026, selling an estimated $4.97M and leaving 156,519 shares worth $107M. The position accounts for 1.3% of the portfolio, ranked #10.

Kingsview Wealth Management first reported a position in VOO in Q1 2017 and has held it in 38 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kingsview Wealth Management held 156,519 shares of Vanguard S&P 500 ETF worth $107M as of Q2 2026.
Kingsview Wealth Management sold 7,451 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.97M.
Vanguard S&P 500 ETF made up 1.3% of Kingsview Wealth Management's portfolio in Q2 2026, its #10 holding.
Kingsview Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2017 and has held it in 38 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.