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Allen Capital Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Allen Capital Group’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 		$531K Buy
773
+139
+22% +$92.7K 0.04% 198
2026
Q1 		$379K Sell
634
-50
-7% -$31.3K 0.03% 218
2025
Q4 		$429K Sell
684
-123
-15% -$76.4K 0.04% 208
2025
Q3 		$494K Buy
807
+26
+3% +$15.3K 0.05% 189
2025
Q2 		$444K Buy
781
+11
+1% +$5.78K 0.05% 195
2025
Q1 		$396K Sell
770
-518
-40% -$280K 0.04% 188
2024
Q4 		$694K Sell
1,288
-70
-5% -$37.9K 0.08% 130
2024
Q3 		$717K Sell
1,358
-126
-8% -$64K 0.09% 125
2024
Q2 		$742K Buy
1,484
+232
+19% +$112K 0.1% 111
2024
Q1 		$602K Buy
1,252
+689
+122% +$315K 0.08% 120
2023
Q4 		$246K Buy
563
+1
+0.2% +$409 0.04% 159
2023
Q3 		$221K Sell
562
-44
-7% -$18K 0.04% 154
2023
Q2 		$247K Buy
606
+4
+0.7% +$1.54K 0.04% 153
2023
Q1 		$226K Sell
602
-5,248
-90% -$1.92M 0.04% 161
2022
Q4 		$290K Buy
+5,850
New +$2.07M 0.29% 33
2018
Q4 		– Sell
-4,615
Closed -$1.23M – 135
2018
Q3 		$1.23M Buy
+4,615
New +$1.21M 0.41% 51

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

Allen Capital Group's VOO Position: Q2 2026 in Review

Allen Capital Group increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q2 2026, buying an estimated $92.7K and bringing the position to 773 shares worth $531K. The position accounts for 0.04% of the portfolio, ranked #198.

Allen Capital Group first reported a position in VOO in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.23M in Q3 2018. 4,006 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Allen Capital Group held 773 shares of Vanguard S&P 500 ETF worth $531K as of Q2 2026.
  • Allen Capital Group bought 139 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $92.7K.
  • Vanguard S&P 500 ETF made up 0.04% of Allen Capital Group's portfolio in Q2 2026, its #198 holding.
  • Allen Capital Group first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 16 quarters since.
  • Allen Capital Group's Vanguard S&P 500 ETF position peaked at $1.23M in Q3 2018.
  • 4,006 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.