Kaizen Financial Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Kaizen Financial Strategies’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 Q2	$4.61M	Buy	6,725 +4,515	+204%	+$3.01M	1.5%	17
2026 Q1	$1.43M	Sell	2,210 -9	-0.4%	-$5.63K	0.6%	35
2025 Q4	$1.39M	Buy	2,219 +2	+0.1%	+$1.24K	0.61%	28
2025 Q3	$1.37M	Sell	2,217 -218	-9%	-$128K	0.62%	29
2025 Q2	$1.38M	Buy	2,435 +28	+1%	+$14.7K	0.7%	28
2025 Q1	$1.24M	Buy	2,407 +13	+0.5%	+$7.03K	0.71%	29
2024 Q4	$1.29M	Buy	2,394 +2	+0.1%	+$1.08K	0.73%	28
2024 Q3	$1.26M	Buy	2,392 +350	+17%	+$178K	0.73%	26
2024 Q2	$1.02M	Buy	2,042 +113	+6%	+$54.4K	0.63%	28
2024 Q1	$927K	Hold	1,929	–	–	0.63%	29
2023 Q4	$843K	Buy	1,929 +9	+0.5%	+$3.69K	0.64%	32
2023 Q3	$754K	Buy	+1,920	New	+$785K	0.64%	31

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Kaizen Financial Strategies's VOO Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 204% in Q2 2026, buying an estimated $3.01M and bringing the position to 6,725 shares worth $4.61M. The position accounts for 1.5% of the portfolio, ranked #17.

Kaizen Financial Strategies first reported a position in VOO in Q3 2023 and has held it in 12 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kaizen Financial Strategies held 6,725 shares of Vanguard S&P 500 ETF worth $4.61M as of Q2 2026.
Kaizen Financial Strategies bought 4,515 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.01M.
Vanguard S&P 500 ETF made up 1.5% of Kaizen Financial Strategies's portfolio in Q2 2026, its #17 holding.
Kaizen Financial Strategies first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 12 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.