Avestar Capital
VOO icon

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
Q3 		$948K Sell
1,352
-4,538
-77% -$3.17M 0.07% 232
2026
Q2 		$4.05M Buy
5,890
+773
+15% +$515K 0.23% 79
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% 202
2024
Q2 		$719K Sell
1,437
-57
-4% -$27.4K 0.07% 193
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Avestar Capital's VOO Position: Q3 2026 in Review

Avestar Capital reduced its Vanguard S&P 500 ETF (VOO) stake by 77% in Q3 2026, selling an estimated $3.17M and leaving 1,352 shares worth $948K. The position accounts for 0.07% of the portfolio, ranked #232.

Avestar Capital first reported a position in VOO in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.8M in Q3 2023. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Avestar Capital held 1,352 shares of Vanguard S&P 500 ETF worth $948K as of Q3 2026.
  • Avestar Capital sold 4,538 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $3.17M.
  • Vanguard S&P 500 ETF made up 0.07% of Avestar Capital's portfolio in Q3 2026, its #232 holding.
  • Avestar Capital first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 28 quarters since.
  • Avestar Capital's Vanguard S&P 500 ETF position peaked at $4.8M in Q3 2023.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.