CPP
VOO icon

Capasso Planning Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Capasso Planning Partners’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
Q1 		$2.66M Sell
4,459
-63
-1% -$39.4K 1.44% 16
2025
Q4 		$2.84M Sell
4,522
-292
-6% -$181K 1.55% 16
2025
Q3 		$2.95M Sell
4,814
-1,411
-23% -$832K 1.81% 13
2025
Q2 		$3.54M Sell
6,225
-1,633
-21% -$858K 2% 11
2025
Q1 		$4.04M Buy
7,858
+3,336
+74% +$1.8M 1.69% 13
2024
Q4 		$2.44M Sell
4,522
-1,614
-26% -$874K 0.97% 22
2024
Q3 		$3.24M Buy
6,136
+223
+4% +$113K 0.96% 18
2024
Q2 		$2.96M Sell
5,913
-976
-14% -$470K 0.96% 23
2024
Q1 		$3.31M Buy
6,889
+350
+5% +$160K 1.37% 15
2023
Q4 		$2.86M Sell
6,539
-804
-11% -$329K 1.33% 18
2023
Q3 		$2.88M Sell
7,343
-554
-7% -$227K 1.54% 17
2023
Q2 		$3.22M Sell
7,897
-396
-5% -$153K 1.73% 16
2023
Q1 		$3.12M Buy
8,293
+710
+9% +$260K 1.83% 17
2022
Q4 		$2.66M Sell
7,583
-84
-1% -$29.7K 1.7% 18
2022
Q3 		$2.52M Sell
7,667
-337
-4% -$123K 1.76% 17
2022
Q2 		$2.78M Sell
8,004
-1,473
-16% -$555K 1.97% 16
2022
Q1 		$3.93M Buy
9,477
+31
+0.3% +$12.7K 2.78% 10
2021
Q4 		$4.12M Buy
+9,446
New +$3.99M 3.01% 8

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Capasso Planning Partners's VOO Position: Q1 2026 in Review

Capasso Planning Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 1.4% in Q1 2026, selling an estimated $39.4K and leaving 4,459 shares worth $2.66M. The position accounts for 1.44% of the portfolio, ranked #16.

Capasso Planning Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.12M in Q4 2021. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Capasso Planning Partners held 4,459 shares of Vanguard S&P 500 ETF worth $2.66M as of Q1 2026.
  • Capasso Planning Partners sold 63 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $39.4K.
  • Vanguard S&P 500 ETF made up 1.44% of Capasso Planning Partners's portfolio in Q1 2026, its #16 holding.
  • Capasso Planning Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Capasso Planning Partners's Vanguard S&P 500 ETF position peaked at $4.12M in Q4 2021.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capasso Planning Partners's 13F filing for Q1 2026, filed 27 May 2026.