Kelman-Lazarov Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Kelman-Lazarov Inc’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	$1.69M	Sell	2,832 -36	-1%	-$22.5K	0.24%	42
2025 Q4	$1.8M	Buy	2,868 +54	+2%	+$33.6K	0.26%	42
2025 Q3	$1.72M	Buy	2,814 +667	+31%	+$393K	0.26%	45
2025 Q2	$1.22M	Buy	2,147 +796	+59%	+$418K	0.2%	52
2025 Q1	$694K	Sell	1,351 -261	-16%	-$141K	0.13%	63
2024 Q4	$869K	Sell	1,612 -4,024	-71%	-$2.18M	0.16%	57
2024 Q3	$2.97M	Buy	5,636 +206	+4%	+$105K	0.51%	30
2024 Q2	$2.72M	Buy	5,430 +4,995	+1,148%	+$2.4M	0.51%	30
2024 Q1	$209K	Sell	435 -61	-12%	-$27.9K	0.04%	102
2023 Q4	$217K	Buy	+496	New	+$203K	0.05%	98

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

Kelman-Lazarov Inc's VOO Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its Vanguard S&P 500 ETF (VOO) stake by 1.3% in Q1 2026, selling an estimated $22.5K and leaving 2,832 shares worth $1.69M. The position accounts for 0.24% of the portfolio, ranked #42.

Kelman-Lazarov Inc first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q3 2024. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Kelman-Lazarov Inc held 2,832 shares of Vanguard S&P 500 ETF worth $1.69M as of Q1 2026.
Kelman-Lazarov Inc sold 36 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $22.5K.
Vanguard S&P 500 ETF made up 0.24% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #42 holding.
Kelman-Lazarov Inc first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
Kelman-Lazarov Inc's Vanguard S&P 500 ETF position peaked at $2.97M in Q3 2024.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.