KWILP
VOO icon

Kiwi Wealth Investments Limited Partnership’s Vanguard S&P 500 ETF VOO Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q1 		– Sell
-2,499
Closed -$878K – 219
2022
Q4 		$878K Buy
+2,499
New +$883K 0.06% 166
2022
Q1 		– Sell
-2,418
Closed -$1.06M – 268
2021
Q4 		$1.06M Sell
2,418
-1,473
-38% -$622K 0.05% 206
2021
Q3 		$1.53M Buy
+3,891
New +$1.58M 0.08% 186

Other funds holding VOO

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's VOO Position: Q1 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Vanguard S&P 500 ETF (VOO) in Q1 2023, closing a stake of 2,499 shares — an estimated $878K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in VOO in Q3 2021 and held it in 3 quarters. The position peaked at $1.53M in Q3 2021. 2,282 funds tracked by Wall St. Rank hold VOO as of Q1 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Vanguard S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 2,499 Vanguard S&P 500 ETF shares in Q1 2023, an estimated $878K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Vanguard S&P 500 ETF in Q3 2021 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Vanguard S&P 500 ETF position peaked at $1.53M in Q3 2021.
  • 2,282 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q1 2023, filed 16 May 2023.