KPF
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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

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