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

AWM 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	$2.38M	Buy	3,390 +612	+22%	+$427K	0.17%	43
2026 Q2	$1.91M	Buy	2,778 +23	+0.8%	+$15.3K	0.15%	43
2026 Q1	$1.65M	Sell	2,755 -11	-0.4%	-$6.88K	0.15%	43
2025 Q4	$1.74M	Sell	2,766 -4	-0.1%	-$2.49K	0.16%	40
2025 Q3	$1.7M	Sell	2,770 -19	-0.7%	-$11.2K	0.15%	39
2025 Q2	$1.59M	Sell	2,789 -541	-16%	-$284K	0.17%	39
2025 Q1	$1.71M	Buy	+3,330	New	+$1.8M	0.2%	37

Other funds holding VOO

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AWM Capital's VOO Position: Q3 2026 in Review

AWM Capital increased its Vanguard S&P 500 ETF (VOO) stake by 22% in Q3 2026, buying an estimated $427K and bringing the position to 3,390 shares worth $2.38M. The position accounts for 0.17% of the portfolio, ranked #43.

AWM Capital first reported a position in VOO in Q1 2025 and has held it in 7 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

AWM Capital held 3,390 shares of Vanguard S&P 500 ETF worth $2.38M as of Q3 2026.
AWM Capital bought 612 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $427K.
Vanguard S&P 500 ETF made up 0.17% of AWM Capital's portfolio in Q3 2026, its #43 holding.
AWM Capital first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.