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

Kolinsky 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
2024
Q4 		$566K Buy
1,051
+124
+13% +$67.2K 0.35% 60
2024
Q3 		$489K Buy
927
+104
+13% +$52.9K 0.32% 70
2024
Q2 		$412K Buy
823
+303
+58% +$146K 0.3% 73
2024
Q1 		$250K Buy
+520
New +$238K 0.19% 120

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Kolinsky Wealth Management's VOO Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q4 2024, buying an estimated $67.2K and bringing the position to 1,051 shares worth $566K. The position accounts for 0.35% of the portfolio, ranked #60.

Kolinsky Wealth Management first reported a position in VOO in Q1 2024 and has held it in 4 quarters since. 3,327 funds tracked by Wall St. Rank hold VOO as of Q4 2024.

  • Kolinsky Wealth Management held 1,051 shares of Vanguard S&P 500 ETF worth $566K as of Q4 2024.
  • Kolinsky Wealth Management bought 124 Vanguard S&P 500 ETF shares in Q4 2024, an estimated $67.2K.
  • Vanguard S&P 500 ETF made up 0.35% of Kolinsky Wealth Management's portfolio in Q4 2024, its #60 holding.
  • Kolinsky Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 4 quarters since.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.