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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Advance Capital Management's VOO Position: Q1 2026 in Review

Advance Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.2% in Q1 2026, buying an estimated $123K and bringing the position to 4,917 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #36.

Advance Capital Management first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.96M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Advance Capital Management held 4,917 shares of Vanguard S&P 500 ETF worth $2.94M as of Q1 2026.
  • Advance Capital Management bought 197 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $123K.
  • Vanguard S&P 500 ETF made up 0.11% of Advance Capital Management's portfolio in Q1 2026, its #36 holding.
  • Advance Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Advance Capital Management's Vanguard S&P 500 ETF position peaked at $2.96M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.