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 Q2	$337K	Sell	490 -197	-29%	-$131K	0.05%	144
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

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

KKM Financial's VOO Position: Q2 2026 in Review

KKM Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 29% in Q2 2026, selling an estimated $131K and leaving 490 shares worth $337K. The position accounts for 0.05% of the portfolio, ranked #144.

KKM Financial first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.15M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

KKM Financial held 490 shares of Vanguard S&P 500 ETF worth $337K as of Q2 2026.
KKM Financial sold 197 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $131K.
Vanguard S&P 500 ETF made up 0.05% of KKM Financial's portfolio in Q2 2026, its #144 holding.
KKM Financial first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
KKM Financial's Vanguard S&P 500 ETF position peaked at $2.15M in Q2 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.