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Cape Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Cape Investment Advisory’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 		$941K Buy
1,575
+160
+11% +$100K 0.31% 65
2025
Q4 		$887K Buy
1,415
+678
+92% +$421K 0.27% 71
2025
Q3 		$451K Sell
737
-535
-42% -$315K 0.44% 60
2025
Q2 		$723K Buy
1,272
+270
+27% +$142K 0.26% 74
2025
Q1 		$515K Sell
1,002
-148
-13% -$80K 0.21% 89
2024
Q4 		$619K Buy
1,150
+219
+24% +$119K 0.24% 76
2024
Q3 		$491K Buy
931
+170
+22% +$86.4K 0.2% 87
2024
Q2 		$381K Buy
761
+172
+29% +$82.8K 0.17% 94
2024
Q1 		$283K Buy
589
+70
+13% +$32K 0.13% 116
2023
Q4 		$227K Buy
519
+130
+33% +$53.2K 0.11% 132
2023
Q3 		$153K Buy
389
+18
+5% +$7.36K 0.09% 164
2023
Q2 		$151K Buy
371
+35
+10% +$13.5K 0.08% 160
2023
Q1 		$126K Buy
+336
New +$123K 0.08% 169

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

Cape Investment Advisory's VOO Position: Q1 2026 in Review

Cape Investment Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 11% in Q1 2026, buying an estimated $100K and bringing the position to 1,575 shares worth $941K. The position accounts for 0.31% of the portfolio, ranked #65.

Cape Investment Advisory first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Cape Investment Advisory held 1,575 shares of Vanguard S&P 500 ETF worth $941K as of Q1 2026.
  • Cape Investment Advisory bought 160 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $100K.
  • Vanguard S&P 500 ETF made up 0.31% of Cape Investment Advisory's portfolio in Q1 2026, its #65 holding.
  • Cape Investment Advisory first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.