KW
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KWB Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

KWB Wealth’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
Q2 		$12.6M Sell
18,293
-746
-4% -$497K 1.07% 28
2026
Q1 		$11.9M Hold
19,039
– – 1.18% 25
2025
Q4 		$11.9M Sell
19,039
-273
-1% -$170K 1.13% 25
2025
Q3 		$11M Buy
19,312
+146
+0.8% +$86.1K 1.21% 20
2025
Q2 		$9.85M Buy
19,166
+23
+0.1% +$12.1K 1.2% 17
2025
Q1 		$10.3M Sell
19,143
-402
-2% -$217K 1.24% 19
2024
Q4 		$10.3M Sell
19,545
-193
-1% -$105K 1.28% 20
2024
Q3 		$9.87M Sell
19,738
-259
-1% -$132K 1.29% 19
2024
Q2 		$9.61M Sell
19,997
-7
-0% -$3.37K 1.32% 17
2024
Q1 		$9.62M Sell
20,004
-232
-1% -$106K 1.29% 17
2023
Q4 		$8.84M Sell
20,236
-501
-2% -$205K 1.28% 17
2023
Q3 		$8.45M Sell
20,737
-395
-2% -$162K 1.36% 17
2023
Q2 		$8.61M Sell
21,132
-3,940
-16% -$1.52M 1.36% 18
2023
Q1 		$8.81M Buy
25,072
+914
+4% +$335K 1.63% 13
2022
Q4 		$8.49M Sell
24,158
-2,429
-9% -$858K 1.61% 13
2022
Q3 		$8.73M Sell
26,587
-78
-0.3% -$28.5K 1.74% 13
2022
Q2 		$9.25M Sell
26,665
-3,289
-11% -$1.24M 1.78% 15
2022
Q1 		$13.1M Sell
29,954
-264
-0.9% -$108K 2.18% 15
2021
Q4 		$13.2M Sell
30,218
-659
-2% -$278K 2.19% 15
2021
Q3 		$12.2M Sell
30,877
-2,630
-8% -$1.07M 2.16% 14
2021
Q2 		$12.2M Hold
33,507
– – 2.34% 14
2021
Q1 		$12.2M Sell
33,507
-5,768
-15% -$2.05M 2.33% 14
2020
Q4 		$13.5M Buy
+39,275
New +$12.8M 2.81% 9

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWB Wealth's VOO Position: Q2 2026 in Review

KWB Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 3.9% in Q2 2026, selling an estimated $497K and leaving 18,293 shares worth $12.6M. The position accounts for 1.07% of the portfolio, ranked #28.

KWB Wealth first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.5M in Q4 2020. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • KWB Wealth held 18,293 shares of Vanguard S&P 500 ETF worth $12.6M as of Q2 2026.
  • KWB Wealth sold 746 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $497K.
  • Vanguard S&P 500 ETF made up 1.07% of KWB Wealth's portfolio in Q2 2026, its #28 holding.
  • KWB Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's Vanguard S&P 500 ETF position peaked at $13.5M in Q4 2020.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.