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Kennedy Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Kennedy Investment Group’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 		$1.15M Sell
1,678
-101
-6% -$67.3K 0.39% 58
2026
Q1 		$1.06M Sell
1,779
-544
-23% -$340K 0.42% 59
2025
Q4 		$1.46M Buy
2,323
+577
+33% +$359K 0.55% 43
2025
Q3 		$1.07M Buy
1,746
+274
+19% +$162K 0.43% 53
2025
Q2 		$836K Buy
1,472
+101
+7% +$53.1K 0.36% 66
2025
Q1 		$704K Buy
1,371
+76
+6% +$41.1K 0.33% 75
2024
Q4 		$698K Buy
1,295
+100
+8% +$54.2K 0.32% 70
2024
Q3 		$630K Buy
1,195
+4
+0.3% +$2.03K 0.29% 79
2024
Q2 		$595K Buy
1,191
+24
+2% +$11.5K 0.3% 74
2024
Q1 		$561K Buy
1,167
+26
+2% +$11.9K 0.3% 76
2023
Q4 		$498K Buy
1,141
+567
+99% +$232K 0.28% 81
2023
Q3 		$225K Sell
574
-304
-35% -$124K 0.14% 104
2023
Q2 		$358K Buy
878
+14
+2% +$5.4K 0.21% 90
2023
Q1 		$325K Buy
864
+4
+0.5% +$1.47K 0.2% 93
2022
Q4 		$302K Buy
+860
New +$304K 0.19% 98

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 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Kennedy Investment Group's VOO Position: Q2 2026 in Review

Kennedy Investment Group reduced its Vanguard S&P 500 ETF (VOO) stake by 5.7% in Q2 2026, selling an estimated $67.3K and leaving 1,678 shares worth $1.15M. The position accounts for 0.39% of the portfolio, ranked #58.

Kennedy Investment Group first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2025. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Kennedy Investment Group held 1,678 shares of Vanguard S&P 500 ETF worth $1.15M as of Q2 2026.
  • Kennedy Investment Group sold 101 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $67.3K.
  • Vanguard S&P 500 ETF made up 0.39% of Kennedy Investment Group's portfolio in Q2 2026, its #58 holding.
  • Kennedy Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Vanguard S&P 500 ETF position peaked at $1.46M in Q4 2025.
  • 4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.