Kingswood Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Kingswood Wealth 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	$36.6M	Buy	53,321 +4,235	+9%	+$2.82M	1.48%	6
2026 Q1	$29.3M	Sell	49,086 -103	-0.2%	-$64.4K	1.39%	8
2025 Q4	$30.8M	Buy	49,189 +4,787	+11%	+$2.97M	1.49%	9
2025 Q3	$27.2M	Buy	44,402 +6,693	+18%	+$3.95M	1.65%	8
2025 Q2	$21.4M	Sell	37,709 -1,929	-5%	-$1.01M	1.69%	9
2025 Q1	$20.4M	Sell	39,638 -1,370	-3%	-$741K	1.86%	6
2024 Q4	$22.1M	Buy	41,008 +22,154	+118%	+$12M	1.66%	7
2024 Q3	$9.95M	Buy	18,854 +10,454	+124%	+$5.31M	0.71%	20
2024 Q2	$4.2M	Buy	8,400 +2,589	+45%	+$1.25M	0.38%	50
2024 Q1	$2.79M	Sell	5,811 -801	-12%	-$367K	0.32%	66
2023 Q4	$2.89M	Buy	6,612 +5,993	+968%	+$2.45M	0.33%	64
2023 Q3	$686K	Sell	619 -32	-5%	-$13.1K	0.12%	199
2023 Q2	$265K	Buy	+651	New	+$251K	0.08%	215

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

Kingswood Wealth Advisors's VOO Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.6% in Q2 2026, buying an estimated $2.82M and bringing the position to 53,321 shares worth $36.6M. The position accounts for 1.48% of the portfolio, ranked #6.

Kingswood Wealth Advisors first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kingswood Wealth Advisors held 53,321 shares of Vanguard S&P 500 ETF worth $36.6M as of Q2 2026.
Kingswood Wealth Advisors bought 4,235 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.82M.
Vanguard S&P 500 ETF made up 1.48% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Kingswood Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.