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

Advisors 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 		$8.14M Sell
11,851
-1,794
-13% -$1.2M 0.09% 189
2026
Q1 		$8.15M Buy
13,645
+953
+8% +$596K 0.1% 179
2025
Q4 		$7.96M Buy
12,692
+237
+2% +$147K 0.09% 181
2025
Q3 		$7.63M Buy
12,455
+473
+4% +$279K 0.09% 182
2025
Q2 		$6.81M Buy
11,982
+1,751
+17% +$920K 0.09% 181
2025
Q1 		$5.26M Sell
10,231
-94
-0.9% -$50.8K 0.08% 187
2024
Q4 		$5.56M Buy
10,325
+1,839
+22% +$996K 0.09% 186
2024
Q3 		$4.48M Buy
8,486
+356
+4% +$181K 0.07% 198
2024
Q2 		$4.07M Sell
8,130
-1,372
-14% -$660K 0.07% 201
2024
Q1 		$4.57M Sell
9,502
-3,943
-29% -$1.8M 0.08% 190
2023
Q4 		$5.87M Buy
13,445
+6,068
+82% +$2.48M 0.12% 162
2023
Q3 		$2.9M Buy
7,377
+3,489
+90% +$1.43M 0.07% 193
2023
Q2 		$1.58M Buy
3,888
+2,740
+239% +$1.06M 0.04% 235
2023
Q1 		$432K Sell
1,148
-317
-22% -$116K 0.01% 323
2022
Q4 		$515K Sell
1,465
-571
-28% -$202K 0.01% 306
2022
Q3 		$740K Sell
2,036
-1,275
-39% -$466K 0.02% 274
2022
Q2 		$1.15M Buy
3,311
+1,006
+44% +$379K 0.04% 245
2022
Q1 		$957K Sell
2,305
-127
-5% -$52K 0.03% 251
2021
Q4 		$1.06M Buy
2,432
+1,782
+274% +$752K 0.03% 245
2021
Q3 		$257K Hold
650
– – 0.01% 374
2021
Q2 		$256K Sell
650
-138
-18% -$53K 0.01% 350
2021
Q1 		$287K Buy
788
+85
+12% +$30.1K 0.01% 318
2020
Q4 		$241K Buy
+703
New +$229K 0.01% 315
2019
Q1 		– Sell
-2,943
Closed -$676K – 276
2018
Q4 		$676K Buy
+2,943
New +$729K 0.05% 197

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Advisors Capital Management reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $1.2M and leaving 11,851 shares worth $8.14M. The position accounts for 0.09% of the portfolio, ranked #189.

Advisors Capital Management first reported a position in VOO in Q4 2018 and has held it in 24 quarters since. The position peaked at $8.15M in Q1 2026. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Advisors Capital Management held 11,851 shares of Vanguard S&P 500 ETF worth $8.14M as of Q2 2026.
  • Advisors Capital Management sold 1,794 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.2M.
  • Vanguard S&P 500 ETF made up 0.09% of Advisors Capital Management's portfolio in Q2 2026, its #189 holding.
  • Advisors Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 24 quarters since.
  • Advisors Capital Management's Vanguard S&P 500 ETF position peaked at $8.15M in Q1 2026.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.