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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Kaizen Financial Strategies's VOO Position: Q1 2026 in Review

Kaizen Financial Strategies reduced its Vanguard S&P 500 ETF (VOO) stake by 0.41% in Q1 2026, selling an estimated $5.63K and leaving 2,210 shares worth $1.43M. The position accounts for 0.6% of the portfolio, ranked #35.

Kaizen Financial Strategies first reported a position in VOO in Q3 2023 and has held it in 11 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Kaizen Financial Strategies held 2,210 shares of Vanguard S&P 500 ETF worth $1.43M as of Q1 2026.
Kaizen Financial Strategies sold 9 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $5.63K.
Vanguard S&P 500 ETF made up 0.6% of Kaizen Financial Strategies's portfolio in Q1 2026, its #35 holding.
Kaizen Financial Strategies first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 11 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kaizen Financial Strategies's 13F filing for Q1 2026, filed 1 May 2026.