Kuhn & Co Investment Counsel’s Vanguard S&P 500 ETF VOO Stock Holding History

Kuhn & Co Investment Counsel’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	$293K	Hold	427	–	–	0.17%	119
2026 Q1	$255K	Buy	427 +2	+0.5%	+$1.25K	0.16%	120
2025 Q4	$266K	Buy	+425	New	+$264K	0.18%	118
2024 Q3	–	Sell	-1,103	Closed	-$551K	–	130
2024 Q2	$551K	Buy	1,103 +51	+5%	+$24.5K	0.49%	67
2024 Q1	$506K	Buy	1,052 +93	+10%	+$42.6K	0.48%	74
2023 Q4	$419K	Buy	+959	New	+$393K	0.43%	83

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

Kuhn & Co Investment Counsel's VOO Position: Q2 2026 in Review

Kuhn & Co Investment Counsel held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 427 shares worth $293K. The position accounts for 0.17% of the portfolio, ranked #119.

Kuhn & Co Investment Counsel first reported a position in VOO in Q4 2023 and has held it in 6 quarters since. The position peaked at $551K in Q2 2024. 4,007 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Kuhn & Co Investment Counsel held 427 shares of Vanguard S&P 500 ETF worth $293K as of Q2 2026.
Kuhn & Co Investment Counsel left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.17% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #119 holding.
Kuhn & Co Investment Counsel first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 6 quarters since.
Kuhn & Co Investment Counsel's Vanguard S&P 500 ETF position peaked at $551K in Q2 2024.
4,007 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.