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

Capital Advisors Ltd’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	$111K	Hold	161	–	–	0.01%	376
2026 Q1	$96K	Sell	161 -57	-26%	-$35.6K	0.01%	387
2025 Q4	$137K	Hold	218	–	–	0.02%	323
2025 Q3	$133K	Hold	218	–	–	0.02%	326
2025 Q2	$124K	Sell	218 -83	-28%	-$43.6K	0.02%	324
2025 Q1	$155K	Hold	301	–	–	0.02%	301
2024 Q4	$162K	Hold	301	–	–	0.02%	294
2024 Q3	$159K	Hold	301	–	–	0.02%	297
2024 Q2	$151K	Hold	301	–	–	0.02%	297
2024 Q1	$145K	Hold	301	–	–	0.02%	309
2023 Q4	$131K	Sell	301 -9	-3%	-$3.69K	0.02%	306
2023 Q3	$122K	Hold	310	–	–	0.02%	311
2023 Q2	$126K	Hold	310	–	–	0.02%	315
2023 Q1	$117K	Hold	310	–	–	0.02%	301
2022 Q4	$109K	Hold	310	–	–	0.02%	310
2022 Q3	$102K	Hold	310	–	–	0.02%	306
2022 Q2	$108K	Hold	310	–	–	0.02%	301
2022 Q1	$129K	Hold	310	–	–	0.02%	289
2021 Q4	$135K	Sell	310 -78	-20%	-$32.9K	0.02%	271
2021 Q3	$153K	Hold	388	–	–	0.03%	245
2021 Q2	$153K	Buy	388 +64	+20%	+$24.6K	0.03%	231
2021 Q1	$118K	Buy	+324	New	+$115K	0.02%	224
2020 Q2	–	Sell	-1	Closed	–	–	481
2020 Q1	$0	Buy	+1	New	+$280	﹤0.01%	476

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

Capital Advisors Ltd's VOO Position: Q2 2026 in Review

Capital Advisors Ltd held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 161 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #376.

Capital Advisors Ltd first reported a position in VOO in Q1 2020 and has held it in 23 quarters since. The position peaked at $162K in Q4 2024. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Capital Advisors Ltd held 161 shares of Vanguard S&P 500 ETF worth $111K as of Q2 2026.
Capital Advisors Ltd left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #376 holding.
Capital Advisors Ltd first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 23 quarters since.
Capital Advisors Ltd's Vanguard S&P 500 ETF position peaked at $162K in Q4 2024.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.