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 Q2	$3.04M	Sell	4,429 -30	-0.7%	-$20K	1.52%	16
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Capasso Planning Partners's VOO Position: Q2 2026 in Review

Capasso Planning Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.67% in Q2 2026, selling an estimated $20K and leaving 4,429 shares worth $3.04M. The position accounts for 1.52% of the portfolio, ranked #16.

Capasso Planning Partners first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.12M in Q4 2021. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Capasso Planning Partners held 4,429 shares of Vanguard S&P 500 ETF worth $3.04M as of Q2 2026.
Capasso Planning Partners sold 30 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $20K.
Vanguard S&P 500 ETF made up 1.52% of Capasso Planning Partners's portfolio in Q2 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 19 quarters since.
Capasso Planning Partners's Vanguard S&P 500 ETF position peaked at $4.12M in Q4 2021.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.