KPF
VOO icon

K2 Principal Fund’s Vanguard S&P 500 ETF VOO Stock Holding History

K2 Principal Fund’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
2025
Q3 		– Sell
-5,000
Closed -$2.84M – 387
2025
Q2 		$2.84M Sell
5,000
-10,000
-67% -$5.26M 0.39% 81
2025
Q1 		$7.71M Sell
15,000
-3,500
-19% -$1.89M 0.98% 31
2024
Q4 		$9.97M Buy
18,500
+16,500
+825% +$8.94M 1.11% 19
2024
Q3 		$1.06M Buy
+2,000
New +$1.02M 0.15% 130
2021
Q4 		– Sell
-45,000
Closed -$17.7M – 424
2021
Q3 		$17.7M Buy
45,000
+44,000
+4,400% +$17.9M 1.44% 11
2021
Q2 		$394K Buy
+1,000
New +$384K 0.03% 282
2015
Q1 		– Sell
-7,500
Closed -$1.41M – 191
2014
Q4 		$1.41M Buy
+7,500
New +$1.38M 0.33% 67

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