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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
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% 72
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 		$5.07M Buy
+18,822
New +$4.98M 0.71% 16

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

Aptus Capital Advisors's VOO Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.3% in Q2 2026, buying an estimated $5.27M and bringing the position to 156,472 shares worth $107M. The position accounts for 0.74% of the portfolio, ranked #28.

Aptus Capital Advisors first reported a position in VOO in Q2 2019 and has held it in 29 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Aptus Capital Advisors held 156,472 shares of Vanguard S&P 500 ETF worth $107M as of Q2 2026.
  • Aptus Capital Advisors bought 7,910 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $5.27M.
  • Vanguard S&P 500 ETF made up 0.74% of Aptus Capital Advisors's portfolio in Q2 2026, its #28 holding.
  • Aptus Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 29 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.