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

Affinity Capital Advisors’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 Q3	$15.3M	Buy	21,424 +6,345	+42%	+$4.43M	1.79%	14
2026 Q2	$10.4M	Buy	15,079 +534	+4%	+$356K	1.29%	16
2026 Q1	$8.69M	Buy	14,545 +5,064	+53%	+$3.17M	1.22%	19
2025 Q4	$5.95M	Buy	9,481 +143	+2%	+$88.9K	0.82%	22
2025 Q3	$5.74M	Buy	9,338 +41	+0.4%	+$24.2K	0.88%	21
2025 Q2	$5.28M	Buy	9,297 +3,707	+66%	+$1.95M	0.91%	23
2025 Q1	$2.74M	Buy	5,590 +3,474	+164%	+$1.88M	0.54%	32
2024 Q4	$1.15M	Buy	2,116 +284	+16%	+$154K	0.22%	57
2024 Q3	$967K	Buy	1,832 +522	+40%	+$265K	0.19%	62
2024 Q2	$655K	Buy	1,310 +650	+98%	+$313K	0.14%	81
2024 Q1	$317K	Buy	660 +15	+2%	+$6.86K	0.07%	118
2023 Q4	$282K	Buy	645 +4	+0.6%	+$1.64K	0.07%	113
2023 Q3	$252K	Buy	641 +7	+1%	+$2.86K	0.07%	109
2023 Q2	$258K	Sell	634 -8	-1%	-$3.09K	0.07%	105
2023 Q1	$241K	Buy	642 +2	+0.3%	+$733	0.08%	108
2022 Q4	$225K	Buy	640 +5	+0.8%	+$1.77K	0.08%	97
2022 Q3	$208K	Buy	+635	New	+$232K	0.07%	99

Other funds holding VOO

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Affinity Capital Advisors's VOO Position: Q3 2026 in Review

Affinity Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 42% in Q3 2026, buying an estimated $4.43M and bringing the position to 21,424 shares worth $15.3M. The position accounts for 1.79% of the portfolio, ranked #14.

Affinity Capital Advisors first reported a position in VOO in Q3 2022 and has held it in 17 quarters since. 940 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Affinity Capital Advisors held 21,424 shares of Vanguard S&P 500 ETF worth $15.3M as of Q3 2026.
Affinity Capital Advisors bought 6,345 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $4.43M.
Vanguard S&P 500 ETF made up 1.79% of Affinity Capital Advisors's portfolio in Q3 2026, its #14 holding.
Affinity Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2022 and has held it in 17 quarters since.
940 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.