Kingsview Wealth Management, LLC VOO holdings history
VANGUARD S&P 500 ETF · CUSIP 922908363 · CIK 1791965
As of 2026-06-30, Kingsview Wealth Management, LLC reported 156.52K VOO (shares), valued at $107.50M, or 1.30% of its reported non-derivative portfolio. Filed 2026-08-19.
Verify history & sources →Shares decreased 4.54%; reported value increased 9.71%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.30% | 156,519 | SEC filing ↗Filed Aug 19, 2026 |
| Q1 2026 | 1.34% | 163,970 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 1.24% | 137,067 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 1.14% | 122,224 | SEC filing ↗Filed Nov 12, 2025 |
| Q2 2025 | 1.02% | 106,019 | SEC filing ↗Filed Aug 8, 2025 |
| Q1 2025 | 0.94% | 96,759 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 0.96% | 91,096 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | 0.98% | 88,624 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 0.78% | 65,951 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.65% | 54,043 | SEC filing ↗Filed May 9, 2024 |
| Q4 2023 | 0.61% | 46,801 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.61% | 46,801 | $20.44M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 0.65% | 54,043 | $25.98M | Shares increased 15.47%; reported value increased 27.08%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2024 |
| Q2 2024 | 0.78% | 65,951 | $32.98M | Shares increased 22.03%; reported value increased 26.97%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 0.98% | 88,624 | $46.76M | Shares increased 34.38%; reported value increased 41.78%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 0.96% | 91,096 | $49.08M | Shares increased 2.79%; reported value increased 4.96%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 0.94% | 96,759 | $49.73M | Shares increased 6.22%; reported value increased 1.31%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 1.02% | 106,019 | $60.22M | Shares increased 9.57%; reported value increased 21.11%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 8, 2025 |
| Q3 2025 | 1.14% | 122,224 | $74.85M | Shares increased 15.28%; reported value increased 24.29%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2025 |
| Q4 2025 | 1.24% | 137,067 | $85.96M | Shares increased 12.14%; reported value increased 14.85%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 1.34% | 163,970 | $97.98M | Shares increased 19.63%; reported value increased 13.98%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 1.30% | 156,519 | $107.50M | Shares decreased 4.54%; reported value increased 9.71%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2026 |
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