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

Koa 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
2025
Q4 		– Sell
-329
Closed -$202K – 65
2025
Q3 		$202K Buy
+329
New +$194K 0.15% 54

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $14.1B AUM 19.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koa Wealth Management's VOO Position: Q4 2025 in Review

Koa Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 329 shares — an estimated $202K sold.

Koa Wealth Management first reported a position in VOO in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 3,832 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Koa Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Koa Wealth Management sold 329 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $202K.
  • Koa Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2025 and held it in 1 quarter.
  • Koa Wealth Management's Vanguard S&P 500 ETF position peaked at $202K in Q3 2025.
  • 3,832 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Koa Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.