KWMG LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

KWMG LLC’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	$618K	Buy	900 +19	+2%	+$12.7K	0.04%	108
2026 Q1	$526K	Buy	881 +163	+23%	+$102K	0.04%	114
2025 Q4	$450K	Buy	+718	New	+$446K	0.04%	125
2023 Q2	–	Sell	-537	Closed	-$202K	–	140
2023 Q1	$202K	Sell	537 -122	-19%	-$44.7K	0.03%	138
2022 Q4	$231K	Buy	+659	New	+$233K	0.03%	133
2019 Q4	–	Sell	-874	Closed	-$238K	–	118
2019 Q3	$238K	Hold	874	–	–	0.06%	105
2019 Q2	$235K	Sell	874 -7	-0.8%	-$1.85K	0.06%	105
2019 Q1	$229K	Sell	881 -32	-4%	-$7.99K	0.06%	108
2018 Q4	$210K	Buy	913 +660	+261%	+$163K	0.06%	117
2018 Q3	$68K	Hold	253	–	–	0.02%	144
2018 Q2	$63K	Buy	+253	New	+$62.8K	0.02%	145

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

KWMG LLC's VOO Position: Q2 2026 in Review

KWMG LLC increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 900 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #108.

KWMG LLC first reported a position in VOO in Q2 2018 and has held it in 11 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

KWMG LLC held 900 shares of Vanguard S&P 500 ETF worth $618K as of Q2 2026.
KWMG LLC bought 19 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $12.7K.
Vanguard S&P 500 ETF made up 0.04% of KWMG LLC's portfolio in Q2 2026, its #108 holding.
KWMG LLC first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 11 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.