Ownership history in KPP Advisory Services LLC · 10 quarters on record
This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 18,445 | -2,885 | -13.5% | 1.68% | $11.6M | $627.13 |
| 2025 Q3 | ADDED | 21,330 | +298 | +1.4% | 1.93% | $13.1M | $610.65 |
| 2025 Q2 | ADDED | 21,032 | +4,232 | +25.2% | 2.98% | $11.9M | $564.81 |
| 2025 Q1 | ADDED | 16,800 | +10,596 | +170.8% | 1.64% | $8.6M | $509.43 |
| 2024 Q4 | ADDED | 6,204 | +355 | +6.1% | 0.79% | $3.3M | $532.26 |
| 2024 Q3 | REDUCED | 5,849 | -1,079 | -15.6% | 0.74% | $3.1M | $519.60 |
| 2024 Q2 | ADDED | 6,928 | +550 | +8.6% | 0.92% | $3.5M | $490.95 |
| 2024 Q1 | ADDED | 6,378 | +2,843 | +80.4% | 0.84% | $3.1M | $470.20 |
| 2023 Q4 | REDUCED | 3,535 | -2,211 | -38.5% | 1.36% | $1.5M | $425.89 |
| 2023 Q3 | INITIATED | 5,746 | — | — | 0.75% | $2.3M | — |
As of 2025 Q4 — sorted by position size