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

Capital Advantage’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 		$2.86M Buy
4,165
+5
+0.1% +$3.33K 0.35% 43
2026
Q1 		$2.49M Sell
4,160
-3
-0.1% -$1.88K 0.33% 45
2025
Q4 		$2.61M Buy
4,163
+152
+4% +$94.5K 0.35% 44
2025
Q3 		$2.46M Buy
4,011
+7
+0.2% +$4.13K 0.37% 42
2025
Q2 		$2.27M Buy
4,004
+30
+0.8% +$15.8K 0.36% 41
2025
Q1 		$2.14M Hold
3,974
– – 0.39% 41
2024
Q4 		$2.14M Buy
+3,974
New +$2.15M 0.39% 41
2021
Q2 		– Sell
-2,641
Closed -$962K – 109
2021
Q1 		$962K Buy
2,641
+250
+10% +$88.7K 0.26% 39
2020
Q4 		$816K Buy
2,391
+1
+0% +$326 0.24% 38
2020
Q3 		$748K Sell
2,390
-97
-4% -$29.6K 0.25% 36
2020
Q2 		$705K Buy
2,487
+238
+11% +$64.1K 0.25% 39
2020
Q1 		$593K Sell
2,249
-948
-30% -$266K 0.23% 41
2019
Q4 		$966K Buy
3,197
+1,426
+81% +$403K 0.31% 31
2019
Q3 		$483K Buy
+1,771
New +$481K 0.17% 48
2019
Q1 		$500K Sell
1,927
-306
-14% -$76.4K 0.18% 47
2018
Q4 		$513K Sell
2,233
-71
-3% -$17.6K 0.19% 40
2018
Q3 		$615K Sell
2,304
-89
-4% -$23.3K 0.14% 39
2018
Q2 		$597K Sell
2,393
-193
-7% -$47.9K 0.14% 38
2018
Q1 		$626K Sell
2,586
-335
-11% -$84.1K 0.15% 36
2017
Q4 		$717K Sell
2,921
-111
-4% -$26.5K 0.18% 36
2017
Q3 		$700K Sell
3,032
-525
-15% -$119K 0.18% 37
2017
Q2 		$790K Sell
3,557
-7,459
-68% -$1.64M 0.21% 36
2017
Q1 		$2.38M Sell
11,016
-1,710
-13% -$365K 0.65% 21
2016
Q4 		$2.61M Sell
12,726
-2,689
-17% -$540K 0.76% 19
2016
Q3 		$3.06M Sell
15,415
-1,933
-11% -$383K 0.86% 20
2016
Q2 		$3.33M Sell
17,348
-2,525
-13% -$481K 0.97% 20
2016
Q1 		$3.75M Sell
19,873
-312
-2% -$55.8K 1.33% 16
2015
Q4 		$3.77M Sell
20,185
-2,121
-10% -$399K 1.27% 18
2015
Q3 		$3.92M Buy
+22,306
New +$4.15M 1.53% 17

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Advantage's VOO Position: Q2 2026 in Review

Capital Advantage increased its Vanguard S&P 500 ETF (VOO) stake by 0.12% in Q2 2026, buying an estimated $3.33K and bringing the position to 4,165 shares worth $2.86M. The position accounts for 0.35% of the portfolio, ranked #43.

Capital Advantage first reported a position in VOO in Q3 2015 and has held it in 29 quarters since. The position peaked at $3.92M in Q3 2015. 2,148 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Capital Advantage held 4,165 shares of Vanguard S&P 500 ETF worth $2.86M as of Q2 2026.
  • Capital Advantage bought 5 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3.33K.
  • Vanguard S&P 500 ETF made up 0.35% of Capital Advantage's portfolio in Q2 2026, its #43 holding.
  • Capital Advantage first reported a position in Vanguard S&P 500 ETF in Q3 2015 and has held it in 29 quarters since.
  • Capital Advantage's Vanguard S&P 500 ETF position peaked at $3.92M in Q3 2015.
  • 2,148 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capital Advantage's 13F filing for Q2 2026, filed 13 Jul 2026.