CAWM
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Capital A Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$1.31K Sell
3
-261
-99% -$137K 0.01% 356
2025
Q1 		$136K Sell
264
-67
-20% -$36.2K 0.14% 92
2024
Q4 		$178K Buy
+331
New +$179K 0.3% 76

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Capital A Wealth Management's VOO Position: Q2 2025 in Review

Capital A Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 99% in Q2 2025, selling an estimated $137K and leaving 3 shares worth $1.31K. The position accounts for 0.01% of the portfolio, ranked #356.

Capital A Wealth Management first reported a position in VOO in Q4 2024 and has held it in 3 quarters since. The position peaked at $178K in Q4 2024. 3,385 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Capital A Wealth Management held 3 shares of Vanguard S&P 500 ETF worth $1.31K as of Q2 2025.
  • Capital A Wealth Management sold 261 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $137K.
  • Vanguard S&P 500 ETF made up 0.01% of Capital A Wealth Management's portfolio in Q2 2025, its #356 holding.
  • Capital A Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's Vanguard S&P 500 ETF position peaked at $178K in Q4 2024.
  • 3,385 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.