WKWM
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Walter & Keenan Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Walter & Keenan 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
2026
Q2 		$11.6M Buy
16,853
+6,620
+65% +$4.41M 2.86% 8
2026
Q1 		$6.11M Buy
10,233
+452
+5% +$283K 1.72% 15
2025
Q4 		$6.13M Buy
9,781
+87
+0.9% +$54.1K 1.64% 17
2025
Q3 		$5.94M Buy
9,694
+394
+4% +$232K 1.65% 18
2025
Q2 		$5.28M Buy
9,300
+149
+2% +$78.3K 1.54% 19
2025
Q1 		$4.7M Sell
9,151
-17
-0.2% -$9.19K 1.42% 21
2024
Q4 		$4.94M Buy
9,168
+6,867
+298% +$3.72M 1.49% 19
2024
Q3 		$1.21M Buy
2,301
+306
+15% +$156K 0.37% 68
2024
Q2 		$998K Sell
1,995
-80
-4% -$38.5K 0.32% 73
2024
Q1 		$997K Buy
2,075
+705
+51% +$323K 0.33% 73
2023
Q4 		$599K Buy
1,370
+7
+0.5% +$2.87K 0.21% 90
2023
Q3 		$535K Buy
1,363
+10
+0.7% +$4.09K 0.21% 96
2023
Q2 		$551K Buy
1,353
+180
+15% +$69.4K 0.2% 98
2023
Q1 		$441K Buy
1,173
+3
+0.3% +$1.1K 0.17% 104
2022
Q4 		$411K Buy
1,170
+8
+0.7% +$2.83K 0.16% 104
2022
Q3 		$381K Buy
1,162
+163
+16% +$59.5K 0.16% 104
2022
Q2 		$347K Hold
999
– – 0.14% 110
2022
Q1 		$415K Buy
999
+39
+4% +$16K 0.14% 104
2021
Q4 		$419K Sell
960
-71
-7% -$30K 0.14% 104
2021
Q3 		$407K Buy
1,031
+466
+82% +$189K 0.14% 107
2021
Q2 		$222K Buy
+565
New +$217K 0.08% 136
2020
Q2 		– Sell
-6,985
Closed -$1.58M – 189
2020
Q1 		$1.58M Buy
+6,985
New +$1.96M 0.63% 26

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Walter & Keenan Wealth Management's VOO Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 65% in Q2 2026, buying an estimated $4.41M and bringing the position to 16,853 shares worth $11.6M. The position accounts for 2.86% of the portfolio, ranked #8.

Walter & Keenan Wealth Management first reported a position in VOO in Q1 2020 and has held it in 22 quarters since. 4,011 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Walter & Keenan Wealth Management held 16,853 shares of Vanguard S&P 500 ETF worth $11.6M as of Q2 2026.
  • Walter & Keenan Wealth Management bought 6,620 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $4.41M.
  • Vanguard S&P 500 ETF made up 2.86% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Walter & Keenan Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 22 quarters since.
  • 4,011 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.