David Kennon’s Vanguard S&P 500 ETF VOO Stock Holding History

David Kennon’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	$67.8M	Buy	113,381 +1,620	+1%	+$1.01M	24.29%	1
2025 Q4	$70.1M	Sell	111,761 -2,645	-2%	-$1.64M	24.91%	1
2025 Q3	$70.1M	Sell	114,406 -1,829	-2%	-$1.08M	25.22%	1
2025 Q2	$66M	Buy	116,235 +31,153	+37%	+$16.4M	24.67%	1
2025 Q1	$43.7M	Sell	85,082 -1,689	-2%	-$913K	17.41%	1
2024 Q4	$46.8M	Sell	86,771 -143	-0.2%	-$77.5K	18.44%	1
2024 Q3	$45.9M	Buy	86,914 +110	+0.1%	+$55.9K	18.06%	1
2024 Q2	$43.4M	Sell	86,804 -1,284	-1%	-$618K	18.23%	1
2024 Q1	$42.3M	Sell	88,088 -1,240	-1%	-$568K	18.1%	1
2023 Q4	$39M	Buy	89,328 +556	+0.6%	+$228K	17.48%	1
2023 Q3	$34.9M	Buy	88,772 +530	+0.6%	+$217K	16.72%	1
2023 Q2	$35.9M	Buy	88,242 +2,986	+4%	+$1.15M	16.74%	1
2023 Q1	$32.1M	Buy	+85,256	New	+$31.3M	15.65%	1

Other funds holding VOO

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 $1.47T AUM 27.86% 1-Year Est. Return

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 New York $761B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return