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Kimelman & Baird’s Vanguard S&P 500 ETF VOO Stock Holding History

Kimelman & Baird’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 		$406K Hold
679
– – 0.03% 95
2025
Q4 		$426K Hold
679
– – 0.03% 95
2025
Q3 		$416K Sell
679
-2
-0.3% -$1.18K 0.03% 97
2025
Q2 		$387K Buy
681
+2
+0.3% +$1.05K 0.03% 102
2025
Q1 		$349K Hold
679
– – 0.03% 103
2024
Q4 		$366K Hold
679
– – 0.03% 108
2024
Q3 		$358K Hold
679
– – 0.03% 109
2024
Q2 		$340K Buy
+679
New +$327K 0.03% 108

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

Kimelman & Baird's VOO Position: Q1 2026 in Review

Kimelman & Baird held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 679 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #95.

Kimelman & Baird first reported a position in VOO in Q2 2024 and has held it in 8 quarters since. The position peaked at $426K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Kimelman & Baird held 679 shares of Vanguard S&P 500 ETF worth $406K as of Q1 2026.
  • Kimelman & Baird left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.03% of Kimelman & Baird's portfolio in Q1 2026, its #95 holding.
  • Kimelman & Baird first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • Kimelman & Baird's Vanguard S&P 500 ETF position peaked at $426K in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.