KF
VOO icon

KKM Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

KKM Financial’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 		$431K Hold
687
– – 0.08% 131
2025
Q4 		$431K Buy
687
+236
+52% +$147K 0.08% 131
2025
Q3 		$276K Sell
451
-3,332
-88% -$1.96M 0.09% 124
2025
Q2 		$2.15M Buy
3,783
+25
+0.7% +$13.1K 0.75% 56
2025
Q1 		$1.93M Hold
3,758
– – 0.82% 54
2024
Q4 		$2.02M Hold
3,758
– – 0.84% 47
2024
Q3 		$1.98M Buy
3,758
+391
+12% +$199K 0.98% 46
2024
Q2 		$1.68M Hold
3,367
– – 0.8% 52
2024
Q1 		$1.62M Sell
3,367
-245
-7% -$112K 0.79% 54
2023
Q4 		$1.58M Buy
+3,612
New +$1.48M 0.99% 45

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

KKM Financial's VOO Position: Q1 2026 in Review

KKM Financial held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 687 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #131.

KKM Financial first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.15M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • KKM Financial held 687 shares of Vanguard S&P 500 ETF worth $431K as of Q1 2026.
  • KKM Financial left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.08% of KKM Financial's portfolio in Q1 2026, its #131 holding.
  • KKM Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
  • KKM Financial's Vanguard S&P 500 ETF position peaked at $2.15M in Q2 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.