Aptus Capital Advisors
VOO icon

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

Aptus 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 		$138M Buy
196,995
+40,523
+26% +$28.3M 0.87% 27
2026
Q2 		$107M Buy
156,472
+7,910
+5% +$5.27M 0.74% 28
2026
Q1 		$88.8M Buy
148,562
+5,397
+4% +$3.38M 0.7% 29
2025
Q4 		$89.8M Buy
143,165
+14,368
+11% +$8.93M 0.64% 33
2025
Q3 		$78.9M Buy
128,797
+7,621
+6% +$4.49M 0.57% 39
2025
Q2 		$68.8M Buy
121,176
+13,641
+13% +$7.17M 0.56% 38
2025
Q1 		$55.3M Buy
107,535
+11,746
+12% +$6.35M 0.57% 39
2024
Q4 		$51.6M Buy
95,789
+53,280
+125% +$28.9M 0.54% 45
2024
Q3 		$22.4M Buy
42,509
+22,127
+109% +$11.2M 0.33% 75
2024
Q2 		$10.2M Sell
20,382
-18,953
-48% -$9.12M 0.18% 112
2024
Q1 		$18.9M Buy
39,335
+4,796
+14% +$2.2M 0.35% 63
2023
Q4 		$15.1M Sell
34,539
-9,058
-21% -$3.71M 0.41% 60
2023
Q3 		$17.1M Buy
43,597
+8,249
+23% +$3.37M 0.47% 48
2023
Q2 		$14.4M Buy
35,348
+5,824
+20% +$2.25M 0.35% 62
2023
Q1 		$11.1M Buy
29,524
+23,951
+430% +$8.78M 0.3% 70
2022
Q4 		$1.96M Sell
5,573
-972
-15% -$343K 0.06% 214
2022
Q3 		$2.16M Buy
6,545
+2,193
+50% +$801K 0.05% 197
2022
Q2 		$1.52M Buy
4,352
+138
+3% +$52K 0.04% 211
2022
Q1 		$1.75M Sell
4,214
-77
-2% -$31.5K 0.04% 216
2021
Q4 		$1.87M Buy
4,291
+2,201
+105% +$929K 0.06% 207
2021
Q3 		$827K Sell
2,090
-25
-1% -$10.1K 0.02% 251
2021
Q2 		$835K Hold
2,115
– – 0.02% 249
2021
Q1 		$770K Buy
2,115
+1,240
+142% +$440K 0.03% 237
2020
Q4 		$300K Sell
875
-22,360
-96% -$7.29M 0.01% 270
2020
Q3 		$7.15M Sell
23,235
-254
-1% -$77.4K 0.38% 50
2020
Q2 		$6.66M Buy
23,489
+498
+2% +$134K 0.42% 43
2020
Q1 		$5.44M Buy
22,991
+6,081
+36% +$1.7M 0.47% 36
2019
Q4 		$5M Sell
16,910
-1,223
-7% -$346K 0.35% 48
2019
Q3 		$4.94M Sell
18,133
-689
-4% -$187K 0.28% 38
2019
Q2 		$5.06M Buy
+18,822
New +$4.98M 0.71% 16

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return
Acorns Advisers
Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

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

Aptus Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 26% in Q3 2026, buying an estimated $28.3M and bringing the position to 196,995 shares worth $138M. The position accounts for 0.87% of the portfolio, ranked #27.

Aptus Capital Advisors first reported a position in VOO in Q2 2019 and has held it in 30 quarters since. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Aptus Capital Advisors held 196,995 shares of Vanguard S&P 500 ETF worth $138M as of Q3 2026.
  • Aptus Capital Advisors bought 40,523 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $28.3M.
  • Vanguard S&P 500 ETF made up 0.87% of Aptus Capital Advisors's portfolio in Q3 2026, its #27 holding.
  • Aptus Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 30 quarters since.
  • 3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.