KMG Fiduciary Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

KMG Fiduciary Partners’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	$487K	Buy	709 +59	+9%	+$39.3K	0.05%	155
2026 Q1	$388K	Buy	650 +55	+9%	+$34.4K	0.03%	214
2025 Q4	$373K	Sell	595 -261	-30%	-$162K	0.03%	216
2025 Q3	$524K	Buy	856 +25	+3%	+$14.7K	0.04%	229
2025 Q2	$472K	Buy	831 +285	+52%	+$150K	0.04%	232
2025 Q1	$280K	Sell	546 -33	-6%	-$17.8K	0.02%	256
2024 Q4	$312K	Buy	579 +6	+1%	+$3.25K	0.03%	240
2024 Q3	$302K	Sell	573 -3	-0.5%	-$1.52K	0.03%	239
2024 Q2	$288K	Sell	576 -11	-2%	-$5.29K	0.03%	214
2024 Q1	$282K	Buy	587 +4	+0.7%	+$1.83K	0.03%	208
2023 Q4	$255K	Buy	583 +20	+4%	+$8.19K	0.03%	217
2023 Q3	$221K	Buy	563 +47	+9%	+$19.2K	0.03%	218
2023 Q2	$210K	Sell	516 -96	-16%	-$37K	0.03%	225
2023 Q1	$230K	Buy	612 +4	+0.7%	+$1.47K	0.03%	215
2022 Q4	$214K	Buy	+608	New	+$215K	0.04%	220
2022 Q1	–	Sell	-538	Closed	-$235K	–	209
2021 Q4	$235K	Buy	+538	New	+$227K	0.04%	184
2021 Q3	–	Sell	-513	Closed	-$202K	–	209
2021 Q2	$202K	Buy	+513	New	+$197K	0.04%	198

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 22.9% 1-Year Est. Return

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

KMG Fiduciary Partners's VOO Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Vanguard S&P 500 ETF (VOO) stake by 9.1% in Q2 2026, buying an estimated $39.3K and bringing the position to 709 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #155.

KMG Fiduciary Partners first reported a position in VOO in Q2 2021 and has held it in 17 quarters since. The position peaked at $524K in Q3 2025. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

KMG Fiduciary Partners held 709 shares of Vanguard S&P 500 ETF worth $487K as of Q2 2026.
KMG Fiduciary Partners bought 59 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $39.3K.
Vanguard S&P 500 ETF made up 0.05% of KMG Fiduciary Partners's portfolio in Q2 2026, its #155 holding.
KMG Fiduciary Partners first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 17 quarters since.
KMG Fiduciary Partners's Vanguard S&P 500 ETF position peaked at $524K in Q3 2025.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.