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 Q2	$476K	Buy	694 +15	+2%	+$10K	0.04%	92
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Kimelman & Baird's VOO Position: Q2 2026 in Review

Kimelman & Baird increased its Vanguard S&P 500 ETF (VOO) stake by 2.2% in Q2 2026, buying an estimated $10K and bringing the position to 694 shares worth $476K. The position accounts for 0.04% of the portfolio, ranked #92.

Kimelman & Baird first reported a position in VOO in Q2 2024 and has held it in 9 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kimelman & Baird held 694 shares of Vanguard S&P 500 ETF worth $476K as of Q2 2026.
Kimelman & Baird bought 15 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $10K.
Vanguard S&P 500 ETF made up 0.04% of Kimelman & Baird's portfolio in Q2 2026, its #92 holding.
Kimelman & Baird first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 9 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.