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

Avestar 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
Q2 		$4.05M Buy
5,890
+773
+15% +$515K 0.23% 78
2026
Q1 		$3.06M Sell
5,117
-149
-3% -$93.2K 0.2% 89
2025
Q4 		$3.3M Buy
5,266
+797
+18% +$495K 0.21% 81
2025
Q3 		$2.74M Buy
4,469
+2
+0% +$1.18K 0.18% 101
2025
Q2 		$2.54M Buy
4,467
+515
+13% +$271K 0.17% 97
2025
Q1 		$2.03M Sell
3,952
-672
-15% -$363K 0.18% 104
2024
Q4 		$2.49M Buy
4,624
+3,235
+233% +$1.75M 0.21% 88
2024
Q3 		$735K Sell
1,389
-48
-3% -$24.4K 0.08% 201
2024
Q2 		$719K Sell
1,437
-57
-4% -$27.4K 0.07% 192
2024
Q1 		$718K Sell
1,494
-157
-10% -$71.9K 0.08% 186
2023
Q4 		$721K Sell
1,651
-10,516
-86% -$4.31M 0.08% 155
2023
Q3 		$4.8M Buy
12,167
+10,950
+900% +$4.48M 0.68% 36
2023
Q2 		$498K Hold
1,217
– – 0.08% 154
2023
Q1 		$458K Hold
1,217
– – 0.08% 154
2022
Q4 		$428K Buy
1,217
+290
+31% +$102K 0.08% 155
2022
Q3 		$306K Hold
927
– – 0.08% 179
2022
Q2 		$323K Buy
927
+365
+65% +$138K 0.08% 195
2022
Q1 		$233K Sell
562
-416
-43% -$170K 0.04% 353
2021
Q4 		$427K Buy
978
+357
+57% +$151K 0.05% 287
2021
Q3 		$246K Buy
+621
New +$252K 0.03% 386
2019
Q3 		– Sell
-240
Closed -$63K – 818
2019
Q2 		$63K Hold
240
– – 0.04% 265
2019
Q1 		$61K Sell
240
-104
-30% -$26K 0.04% 262
2018
Q4 		$77K Buy
344
+55
+19% +$13.6K 0.05% 211
2018
Q3 		$75K Sell
289
-4
-1% -$1.05K 0.04% 231
2018
Q2 		$71K Hold
293
– – 0.04% 239
2018
Q1 		$70K Buy
293
+14
+5% +$3.51K 0.05% 211
2017
Q4 		$67K Buy
+279
New +$66.7K 0.05% 209

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

Avestar Capital's VOO Position: Q2 2026 in Review

Avestar Capital increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q2 2026, buying an estimated $515K and bringing the position to 5,890 shares worth $4.05M. The position accounts for 0.23% of the portfolio, ranked #78.

Avestar Capital first reported a position in VOO in Q4 2017 and has held it in 27 quarters since. The position peaked at $4.8M in Q3 2023. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Avestar Capital held 5,890 shares of Vanguard S&P 500 ETF worth $4.05M as of Q2 2026.
  • Avestar Capital bought 773 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $515K.
  • Vanguard S&P 500 ETF made up 0.23% of Avestar Capital's portfolio in Q2 2026, its #78 holding.
  • Avestar Capital first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 27 quarters since.
  • Avestar Capital's Vanguard S&P 500 ETF position peaked at $4.8M in Q3 2023.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.