Krilogy Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Krilogy Financial’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 Q3	$2.42M	Buy	3,388 +736	+28%	+$514K	0.07%	228
2026 Q2	$1.82M	Buy	2,652 +257	+11%	+$171K	0.05%	259
2026 Q1	$1.54M	Buy	2,395 +314	+15%	+$196K	0.05%	257
2025 Q4	$1.33M	Buy	2,081 +99	+5%	+$61.5K	0.05%	289
2025 Q3	$1.23M	Buy	+1,982	New	+$1.17M	0.05%	296
2023 Q2	–	Sell	-1,391	Closed	-$523K	–	395
2023 Q1	$523K	Buy	1,391 +102	+8%	+$37.4K	0.04%	257
2022 Q4	$453K	Buy	1,289 +611	+90%	+$216K	0.04%	268
2022 Q3	$223K	Buy	678 +3	+0.4%	+$1.1K	0.03%	284
2022 Q2	$234K	Buy	675 +22	+3%	+$8.29K	0.03%	283
2022 Q1	$271K	Sell	653 -15	-2%	-$6.14K	0.03%	264
2021 Q4	$292K	Buy	668 +12	+2%	+$5.06K	0.03%	233
2021 Q3	$259K	Sell	656 -89	-12%	-$36.1K	0.03%	242
2021 Q2	$293K	Buy	745 +106	+17%	+$40.7K	0.03%	230
2021 Q1	$233K	Sell	639 -83	-11%	-$29.4K	0.02%	244
2020 Q4	$248K	Buy	+722	New	+$235K	0.03%	228
2018 Q4	–	Sell	-101	Closed	-$27K	–	666
2018 Q3	$27K	Buy	+101	New	+$26.4K	0.01%	385
2018 Q2	–	Sell	-5	Closed	-$1K	–	618
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	751
2017 Q4	$1K	Buy	+5	New	+$1.2K	﹤0.01%	749
2017 Q3	–	Sell	-8	Closed	-$2K	–	849
2017 Q2	$2K	Buy	+8	New	+$1.76K	﹤0.01%	675

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Krilogy Financial's VOO Position: Q3 2026 in Review

Krilogy Financial increased its Vanguard S&P 500 ETF (VOO) stake by 28% in Q3 2026, buying an estimated $514K and bringing the position to 3,388 shares worth $2.42M. The position accounts for 0.07% of the portfolio, ranked #228.

Krilogy Financial first reported a position in VOO in Q2 2017 and has held it in 19 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Krilogy Financial held 3,388 shares of Vanguard S&P 500 ETF worth $2.42M as of Q3 2026.
Krilogy Financial bought 736 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $514K.
Vanguard S&P 500 ETF made up 0.07% of Krilogy Financial's portfolio in Q3 2026, its #228 holding.
Krilogy Financial first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 19 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.