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 Q3	$614K	Sell	876 -24	-3%	-$16.8K	0.04%	108
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

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

FFA

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

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

AFFA

ALM First Financial Advisors Dallas, Texas $633M AUM 15.27% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

KWMG LLC's VOO Position: Q3 2026 in Review

KWMG LLC reduced its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q3 2026, selling an estimated $16.8K and leaving 876 shares worth $614K. 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 12 quarters since. The position peaked at $618K in Q2 2026. 354 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

KWMG LLC held 876 shares of Vanguard S&P 500 ETF worth $614K as of Q3 2026.
KWMG LLC sold 24 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $16.8K.
Vanguard S&P 500 ETF made up 0.04% of KWMG LLC's portfolio in Q3 2026, its #108 holding.
KWMG LLC first reported a position in Vanguard S&P 500 ETF in Q2 2018 and has held it in 12 quarters since.
KWMG LLC's Vanguard S&P 500 ETF position peaked at $618K in Q2 2026.
354 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.