CAI
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Capital Advisors Inc’s Vanguard S&P 500 ETF VOO Stock Holding History

Capital Advisors Inc’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 		$3.19M Buy
5,342
+423
+9% +$265K 0.05% 113
2025
Q4 		$3.09M Buy
4,919
+84
+2% +$52.2K 0.05% 115
2025
Q3 		$2.96M Buy
4,835
+433
+10% +$255K 0.05% 113
2025
Q2 		$2.5M Sell
4,402
-674
-13% -$354K 0.04% 116
2025
Q1 		$2.61M Sell
5,076
-121
-2% -$65.4K 0.05% 111
2024
Q4 		$2.8M Buy
5,197
+798
+18% +$432K 0.06% 107
2024
Q3 		$2.32M Buy
4,399
+11
+0.3% +$5.59K 0.05% 115
2024
Q2 		$2.19M Buy
4,388
+737
+20% +$355K 0.05% 120
2024
Q1 		$1.76M Buy
3,651
+60
+2% +$27.5K 0.04% 130
2023
Q4 		$1.57M Sell
3,591
-39
-1% -$16K 0.04% 143
2023
Q3 		$1.43M Buy
3,630
+606
+20% +$248K 0.04% 119
2023
Q2 		$1.23M Sell
3,024
-69
-2% -$26.6K 0.03% 123
2023
Q1 		$1.16M Buy
3,093
+2
+0.1% +$733 0.03% 127
2022
Q4 		$1.09M Sell
3,091
-73
-2% -$25.8K 0.03% 130
2022
Q3 		$1.04M Sell
3,164
-78
-2% -$28.5K 0.03% 127
2022
Q2 		$1.13M Sell
3,242
-8
-0.2% -$3.01K 0.03% 123
2022
Q1 		$1.35M Buy
3,250
+130
+4% +$53.2K 0.04% 109
2021
Q4 		$1.36M Buy
3,120
+110
+4% +$46.4K 0.04% 117
2021
Q3 		$1.19M Sell
3,010
-357
-11% -$145K 0.04% 118
2021
Q2 		$1.32M Buy
3,367
+460
+16% +$177K 0.04% 116
2021
Q1 		$1.06M Buy
2,907
+184
+7% +$65.2K 0.03% 119
2020
Q4 		$936K Sell
2,723
-361
-12% -$118K 0.03% 112
2020
Q3 		$949K Hold
3,084
– – 0.04% 109
2020
Q2 		$947K Buy
3,084
+2
+0.1% +$538 0.04% 105
2020
Q1 		$730K Sell
3,082
-2,390
-44% -$670K 0.04% 100
2019
Q4 		$1.62M Buy
5,472
+808
+17% +$229K 0.07% 104
2019
Q3 		$1.25M Hold
4,664
– – 0.06% 113
2019
Q2 		$1.25M Buy
+4,664
New +$1.23M 0.06% 113
2019
Q1 		– Sell
-2,247
Closed -$516K – 182
2018
Q4 		$516K Buy
+2,247
New +$557K 0.03% 128

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

Capital Advisors Inc's VOO Position: Q1 2026 in Review

Capital Advisors Inc increased its Vanguard S&P 500 ETF (VOO) stake by 8.6% in Q1 2026, buying an estimated $265K and bringing the position to 5,342 shares worth $3.19M. The position accounts for 0.05% of the portfolio, ranked #113.

Capital Advisors Inc first reported a position in VOO in Q4 2018 and has held it in 29 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Capital Advisors Inc held 5,342 shares of Vanguard S&P 500 ETF worth $3.19M as of Q1 2026.
  • Capital Advisors Inc bought 423 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $265K.
  • Vanguard S&P 500 ETF made up 0.05% of Capital Advisors Inc's portfolio in Q1 2026, its #113 holding.
  • Capital Advisors Inc first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.