WKWM
VOO icon

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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Walter & Keenan Wealth Management's VOO Position: Q1 2026 in Review

Walter & Keenan Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.6% in Q1 2026, buying an estimated $283K and bringing the position to 10,233 shares worth $6.11M. The position accounts for 1.72% of the portfolio, ranked #15.

Walter & Keenan Wealth Management first reported a position in VOO in Q1 2020 and has held it in 21 quarters since. The position peaked at $6.13M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Walter & Keenan Wealth Management held 10,233 shares of Vanguard S&P 500 ETF worth $6.11M as of Q1 2026.
  • Walter & Keenan Wealth Management bought 452 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $283K.
  • Vanguard S&P 500 ETF made up 1.72% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Walter & Keenan Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 21 quarters since.
  • Walter & Keenan Wealth Management's Vanguard S&P 500 ETF position peaked at $6.13M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.