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

American Capital Advisory’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	$485K	Sell	811 -86	-10%	-$53.8K	0.2%	73
2025 Q4	$562K	Sell	897 -203	-18%	-$126K	0.24%	71
2025 Q3	$673K	Buy	1,100 +255	+30%	+$150K	0.31%	58
2025 Q2	$480K	Hold	845	–	–	0.24%	68
2025 Q1	$434K	Hold	845	–	–	0.23%	69
2024 Q4	$455K	Sell	845 -10	-1%	-$5.42K	0.25%	74
2024 Q3	$451K	Buy	855 +562	+192%	+$286K	0.26%	69
2024 Q2	$128K	Buy	293 +142	+94%	+$68.3K	0.09%	104
2024 Q1	$56.8K	Sell	151 -142	-48%	-$65K	0.05%	138
2023 Q4	$128K	Buy	+293	New	+$120K	0.09%	104

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

American Capital Advisory's VOO Position: Q1 2026 in Review

American Capital Advisory reduced its Vanguard S&P 500 ETF (VOO) stake by 9.6% in Q1 2026, selling an estimated $53.8K and leaving 811 shares worth $485K. The position accounts for 0.2% of the portfolio, ranked #73.

American Capital Advisory first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. The position peaked at $673K in Q3 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

American Capital Advisory held 811 shares of Vanguard S&P 500 ETF worth $485K as of Q1 2026.
American Capital Advisory sold 86 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $53.8K.
Vanguard S&P 500 ETF made up 0.2% of American Capital Advisory's portfolio in Q1 2026, its #73 holding.
American Capital Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
American Capital Advisory's Vanguard S&P 500 ETF position peaked at $673K in Q3 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.