ACG
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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
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

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

Allen Capital Group's VOO Position: Q1 2026 in Review

Allen Capital Group reduced its Vanguard S&P 500 ETF (VOO) stake by 7.3% in Q1 2026, selling an estimated $31.3K and leaving 634 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #218.

Allen Capital Group first reported a position in VOO in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.23M in Q3 2018. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Allen Capital Group held 634 shares of Vanguard S&P 500 ETF worth $379K as of Q1 2026.
  • Allen Capital Group sold 50 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $31.3K.
  • Vanguard S&P 500 ETF made up 0.03% of Allen Capital Group's portfolio in Q1 2026, its #218 holding.
  • Allen Capital Group first reported a position in Vanguard S&P 500 ETF in Q3 2018 and has held it in 15 quarters since.
  • Allen Capital Group's Vanguard S&P 500 ETF position peaked at $1.23M in Q3 2018.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.