Klingman & Associates’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.78M | Buy |
11,339
+284
| +3% | +$178K | 0.32% | 41 |
|
|
2025
Q4 | $6.93M | Sell |
11,055
-57
| -0.5% | -$35.4K | 0.33% | 44 |
|
|
2025
Q3 | $6.8M | Buy |
11,112
+21
| +0.2% | +$12.4K | 0.34% | 43 |
|
|
2025
Q2 | $6.3M | Sell |
11,091
-39
| -0.4% | -$20.5K | 0.35% | 41 |
|
|
2025
Q1 | $5.72M | Buy |
11,130
+2,183
| +24% | +$1.18M | 0.35% | 40 |
|
|
2024
Q4 | $4.82M | Buy |
8,947
+315
| +4% | +$171K | 0.3% | 42 |
|
|
2024
Q3 | $4.55M | Buy |
8,632
+30
| +0.3% | +$15.2K | 0.28% | 43 |
|
|
2024
Q2 | $4.3M | Buy |
8,602
+165
| +2% | +$79.4K | 0.29% | 43 |
|
|
2024
Q1 | $4.06M | Sell |
8,437
-122
| -1% | -$55.8K | 0.28% | 41 |
|
|
2023
Q4 | $3.74M | Buy |
8,559
+180
| +2% | +$73.7K | 0.27% | 44 |
|
|
2023
Q3 | $3.29M | Buy |
8,379
+23
| +0.3% | +$9.4K | 0.27% | 46 |
|
|
2023
Q2 | $3.4M | Buy |
8,356
+210
| +3% | +$81K | 0.27% | 43 |
|
|
2023
Q1 | $3.06M | Buy |
8,146
+277
| +4% | +$102K | 0.26% | 43 |
|
|
2022
Q4 | $2.76M | Sell |
7,869
-1,309
| -14% | -$462K | 0.24% | 46 |
|
|
2022
Q3 | $3.01M | Sell |
9,178
-454
| -5% | -$166K | 0.3% | 42 |
|
|
2022
Q2 | $3.34M | Buy |
9,632
+649
| +7% | +$244K | 0.33% | 39 |
|
|
2022
Q1 | $3.73M | Buy |
8,983
+320
| +4% | +$131K | 0.32% | 37 |
|
|
2021
Q4 | $3.78M | Buy |
8,663
+497
| +6% | +$210K | 0.32% | 38 |
|
|
2021
Q3 | $3.22M | Buy |
8,166
+126
| +2% | +$51.1K | 0.3% | 37 |
|
|
2021
Q2 | $3.16M | Buy |
8,040
+1,439
| +22% | +$552K | 0.3% | 36 |
|
|
2021
Q1 | $2.4M | Sell |
6,601
-683
| -9% | -$242K | 0.25% | 38 |
|
|
2020
Q4 | $2.5M | Buy |
7,284
+64
| +0.9% | +$20.9K | 0.29% | 37 |
|
|
2020
Q3 | $2.22M | Sell |
7,220
-23
| -0.3% | -$7.01K | 0.3% | 37 |
|
|
2020
Q2 | $2.05M | Sell |
7,243
-1,753
| -19% | -$472K | 0.31% | 38 |
|
|
2020
Q1 | $2.13M | Sell |
8,996
-112
| -1% | -$31.4K | 0.43% | 36 |
|
|
2019
Q4 | $2.69M | Sell |
9,108
-486
| -5% | -$137K | 0.44% | 32 |
|
|
2019
Q3 | $2.62M | Buy |
9,594
+105
| +1% | +$28.5K | 0.47% | 31 |
|
|
2019
Q2 | $2.55M | Buy |
9,489
+1,449
| +18% | +$383K | 0.47% | 33 |
|
|
2019
Q1 | $2.09M | Buy |
8,040
+935
| +13% | +$234K | 0.41% | 34 |
|
|
2018
Q4 | $1.63M | Buy |
7,105
+340
| +5% | +$84.2K | 0.37% | 36 |
|
|
2018
Q3 | $1.81M | Buy |
6,765
+433
| +7% | +$113K | 0.37% | 32 |
|
|
2018
Q2 | $1.58M | Buy |
6,332
+2,146
| +51% | +$533K | 0.34% | 32 |
|
|
2018
Q1 | $1.01M | Buy |
4,186
+691
| +20% | +$173K | 0.23% | 40 |
|
|
2017
Q4 | $857K | Buy |
3,495
+976
| +39% | +$233K | 0.19% | 47 |
|
|
2017
Q3 | $581K | Buy |
+2,519
| New | +$571K | 0.14% | 53 |
|
Other funds holding VOO
VGA
AA
Klingman & Associates's VOO Position: Q1 2026 in Review
Klingman & Associates increased its Vanguard S&P 500 ETF (VOO) stake by 2.6% in Q1 2026, buying an estimated $178K and bringing the position to 11,339 shares worth $6.78M. The position accounts for 0.32% of the portfolio, ranked #41.
Klingman & Associates first reported a position in VOO in Q3 2017 and has held it in 35 quarters since. The position peaked at $6.93M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Klingman & Associates held 11,339 shares of Vanguard S&P 500 ETF worth $6.78M as of Q1 2026.
- Klingman & Associates bought 284 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $178K.
- Vanguard S&P 500 ETF made up 0.32% of Klingman & Associates's portfolio in Q1 2026, its #41 holding.
- Klingman & Associates first reported a position in Vanguard S&P 500 ETF in Q3 2017 and has held it in 35 quarters since.
- Klingman & Associates's Vanguard S&P 500 ETF position peaked at $6.93M in Q4 2025.
- 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.