Klein Pavlis & Peasley Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

Klein Pavlis & Peasley 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	$421K	Buy	613 +1	+0.2%	+$667	0.22%	79
2026 Q1	$366K	Sell	612 -30	-5%	-$18.8K	0.2%	81
2025 Q4	$403K	Buy	642 +10	+2%	+$6.21K	0.24%	79
2025 Q3	$387K	Buy	+632	New	+$373K	0.24%	76

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

Klein Pavlis & Peasley Financial's VOO Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Vanguard S&P 500 ETF (VOO) stake by 0.16% in Q2 2026, buying an estimated $667 and bringing the position to 613 shares worth $421K. The position accounts for 0.22% of the portfolio, ranked #79.

Klein Pavlis & Peasley Financial first reported a position in VOO in Q3 2025 and has held it in 4 quarters since. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Klein Pavlis & Peasley Financial held 613 shares of Vanguard S&P 500 ETF worth $421K as of Q2 2026.
Klein Pavlis & Peasley Financial bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.22% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #79 holding.
Klein Pavlis & Peasley Financial first reported a position in Vanguard S&P 500 ETF in Q3 2025 and has held it in 4 quarters since.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.