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

Capital Advisors Ltd’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$94K	Hold	429	–	–	0.01%	410
2026 Q1	$87K	Hold	429	–	–	0.01%	404
2025 Q4	$88K	Hold	429	–	–	0.01%	391
2025 Q3	$86K	Hold	429	–	–	0.01%	394
2025 Q2	$81K	Hold	429	–	–	0.01%	388
2025 Q1	$79K	Hold	429	–	–	0.01%	383
2024 Q4	$79K	Hold	429	–	–	0.01%	378
2024 Q3	$82K	Hold	429	–	–	0.01%	372
2024 Q2	$75K	Hold	429	–	–	0.01%	373
2024 Q1	$77K	Hold	429	–	–	0.01%	371
2023 Q4	$72K	Hold	429	–	–	0.01%	371
2023 Q3	$64K	Hold	429	–	–	0.01%	377
2023 Q2	$67K	Hold	429	–	–	0.01%	386
2023 Q1	$63K	Hold	429	–	–	0.01%	353
2022 Q4	$60K	Hold	429	–	–	0.01%	356
2022 Q3	$53K	Hold	429	–	–	0.01%	360
2022 Q2	$57K	Hold	429	–	–	0.01%	351
2022 Q1	$65K	Hold	429	–	–	0.01%	350
2021 Q4	$65K	Hold	429	–	–	0.01%	342
2021 Q3	$60K	Hold	429	–	–	0.01%	314
2021 Q2	$61K	Hold	429	–	–	0.01%	302
2021 Q1	$59K	Hold	429	–	–	0.01%	282
2020 Q4	$53K	Hold	429	–	–	0.01%	279
2020 Q3	$47K	Hold	429	–	–	0.01%	284
2020 Q2	$45K	Hold	429	–	–	0.01%	276
2020 Q1	$40K	Buy	+429	New	+$49.2K	0.01%	273

Other funds holding VOOV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Capital Advisors Ltd held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 429 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #410.

Capital Advisors Ltd first reported a position in VOOV in Q1 2020 and has held it in 26 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Capital Advisors Ltd held 429 shares of Vanguard S&P 500 Value ETF worth $94K as of Q2 2026.
Capital Advisors Ltd left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #410 holding.
Capital Advisors Ltd first reported a position in Vanguard S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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