AC
VOO icon

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

AlphaCore Capital’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 		$68.3M Buy
114,254
+21,446
+23% +$13.4M 1.62% 11
2025
Q4 		$58.2M Buy
92,808
+2,987
+3% +$1.86M 1.31% 12
2025
Q3 		$55.2M Buy
89,821
+3,442
+4% +$2.03M 1.87% 8
2025
Q2 		$49.2M Buy
86,379
+26,875
+45% +$14.1M 1.88% 9
2025
Q1 		$30.6M Buy
+59,504
New +$32.2M 2.62% 7
2024
Q1 		– Sell
-823
Closed -$359K – 379
2023
Q4 		$359K Buy
823
+1
+0.1% +$409 0.05% 180
2023
Q3 		$324K Buy
822
+403
+96% +$165K 0.05% 176
2023
Q2 		$172K Buy
419
+244
+139% +$94.1K 0.03% 203
2023
Q1 		$65.8K Hold
175
– – 0.02% 163
2022
Q4 		$61.5K Hold
175
– – 0.02% 105
2022
Q3 		$57K Buy
175
+12
+7% +$4.38K 0.03% 89
2022
Q2 		$56K Buy
163
+133
+443% +$50.1K 0.03% 99
2022
Q1 		$12K Buy
+30
New +$12.3K ﹤0.01% 116
2021
Q4 		– Sell
-117
Closed -$46K – 132
2021
Q3 		$46K Buy
+117
New +$47.5K 0.02% 84
2020
Q3 		– Sell
-344
Closed -$97K – 74
2020
Q2 		$97K Sell
344
-333
-49% -$89.6K 0.1% 40
2020
Q1 		$160K Buy
677
+60
+10% +$16.8K 0.13% 58
2019
Q4 		$183K Buy
+617
New +$175K 0.11% 70

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 $1.47T 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 $761B 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