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KCM Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

KCM Investment Advisors’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 		$1.36M Sell
2,281
-268
-11% -$168K 0.05% 193
2025
Q4 		$1.6M Buy
2,549
+200
+9% +$124K 0.05% 180
2025
Q3 		$1.44M Buy
2,349
+103
+5% +$60.7K 0.05% 190
2025
Q2 		$1.28M Buy
2,246
+298
+15% +$157K 0.04% 195
2025
Q1 		$1M Buy
1,948
+28
+1% +$15.1K 0.04% 205
2024
Q4 		$1.03M Buy
1,920
+69
+4% +$37.4K 0.04% 200
2024
Q3 		$977K Buy
1,851
+30
+2% +$15.2K 0.03% 212
2024
Q2 		$911K Buy
1,821
+52
+3% +$25K 0.03% 216
2024
Q1 		$850K Sell
1,769
-75
-4% -$34.3K 0.03% 222
2023
Q4 		$805K Buy
1,844
+15
+0.8% +$6.14K 0.03% 221
2023
Q3 		$718K Sell
1,829
-476
-21% -$195K 0.03% 221
2023
Q2 		$939K Buy
2,305
+216
+10% +$83.3K 0.04% 213
2023
Q1 		$785K Buy
2,089
+398
+24% +$146K 0.03% 229
2022
Q4 		$594K Buy
+1,691
New +$597K 0.03% 249
2022
Q3 		– Sell
-1,633
Closed -$566K – 400
2022
Q2 		$566K Sell
1,633
-290
-15% -$109K 0.02% 253
2022
Q1 		$798K Buy
1,923
+343
+22% +$140K 0.03% 232
2021
Q4 		$690K Sell
1,580
-871
-36% -$368K 0.02% 255
2021
Q3 		$967K Sell
2,451
-10
-0.4% -$4.06K 0.04% 211
2021
Q2 		$968K Buy
2,461
+652
+36% +$250K 0.04% 210
2021
Q1 		$659K Sell
1,809
-100
-5% -$35.5K 0.03% 232
2020
Q4 		$656K Sell
1,909
-50
-3% -$16.3K 0.03% 213
2020
Q3 		$603K Buy
+1,959
New +$597K 0.03% 206
2020
Q1 		– Sell
-13,800
Closed -$4.08M – 346
2019
Q4 		$4.08M Buy
13,800
+8
+0.1% +$2.26K 0.22% 93
2019
Q3 		$3.76M Sell
13,792
-19
-0.1% -$5.16K 0.22% 96
2019
Q2 		$3.72M Buy
13,811
+37
+0.3% +$9.79K 0.22% 98
2019
Q1 		$3.58M Sell
13,774
-56
-0.4% -$14K 0.23% 99
2018
Q4 		$3.18M Buy
+13,830
New +$3.43M 0.21% 102
2015
Q3 		– Sell
-1,100
Closed -$208K – 550
2015
Q2 		$208K Buy
+1,100
New +$212K 0.02% 511

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

KCM Investment Advisors's VOO Position: Q1 2026 in Review

KCM Investment Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, selling an estimated $168K and leaving 2,281 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #193.

KCM Investment Advisors first reported a position in VOO in Q2 2015 and has held it in 28 quarters since. The position peaked at $4.08M in Q4 2019. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • KCM Investment Advisors held 2,281 shares of Vanguard S&P 500 ETF worth $1.36M as of Q1 2026.
  • KCM Investment Advisors sold 268 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $168K.
  • Vanguard S&P 500 ETF made up 0.05% of KCM Investment Advisors's portfolio in Q1 2026, its #193 holding.
  • KCM Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2015 and has held it in 28 quarters since.
  • KCM Investment Advisors's Vanguard S&P 500 ETF position peaked at $4.08M in Q4 2019.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.