Advance Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Advance Capital Management’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	$3.21M	Sell	4,675 -242	-5%	-$161K	0.1%	39
2026 Q1	$2.94M	Buy	4,917 +197	+4%	+$123K	0.11%	36
2025 Q4	$2.96M	Buy	4,720 +128	+3%	+$79.5K	0.13%	33
2025 Q3	$2.81M	Buy	4,592 +398	+9%	+$235K	0.12%	34
2025 Q2	$2.38M	Buy	4,194 +2,576	+159%	+$1.35M	0.11%	37
2025 Q1	$831K	Sell	1,618 -62	-4%	-$33.5K	0.04%	68
2024 Q4	$905K	Buy	1,680 +9	+0.5%	+$4.88K	0.04%	56
2024 Q3	$882K	Sell	1,671 -15	-0.9%	-$7.63K	0.04%	58
2024 Q2	$843K	Buy	1,686 +139	+9%	+$66.9K	0.04%	55
2024 Q1	$744K	Buy	1,547 +17	+1%	+$7.78K	0.05%	57
2023 Q4	$668K	Buy	1,530 +195	+15%	+$79.8K	0.05%	50
2023 Q3	$524K	Buy	1,335 +427	+47%	+$175K	0.05%	59
2023 Q2	$370K	Buy	908 +132	+17%	+$50.9K	0.04%	77
2023 Q1	$292K	Buy	776 +11	+1%	+$4.03K	0.05%	80
2022 Q4	$269K	Sell	765 -88	-10%	-$31.1K	0.04%	87
2022 Q3	$280K	Buy	853 +187	+28%	+$68.3K	0.03%	69
2022 Q2	$231K	Sell	666 -8	-1%	-$3.01K	0.03%	76
2022 Q1	$280K	Buy	674 +35	+5%	+$14.3K	0.03%	68
2021 Q4	$279K	Buy	+639	New	+$270K	0.06%	71

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

Advance Capital Management's VOO Position: Q2 2026 in Review

Advance Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 4.9% in Q2 2026, selling an estimated $161K and leaving 4,675 shares worth $3.21M. The position accounts for 0.1% of the portfolio, ranked #39.

Advance Capital Management first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,012 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Advance Capital Management held 4,675 shares of Vanguard S&P 500 ETF worth $3.21M as of Q2 2026.
Advance Capital Management sold 242 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $161K.
Vanguard S&P 500 ETF made up 0.1% of Advance Capital Management's portfolio in Q2 2026, its #39 holding.
Advance Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
4,012 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.