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

Capital Advisors 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
2026 Q2	$2.63M	Buy	3,827 +77	+2%	+$51.3K	0.31%	65
2026 Q1	$2.24M	Buy	3,750 +536	+17%	+$335K	0.3%	61
2025 Q4	$2.02M	Buy	3,214 +806	+33%	+$501K	0.27%	63
2025 Q3	$1.47M	Buy	2,408 +1,674	+228%	+$987K	0.21%	68
2025 Q2	$417K	Hold	734	–	–	0.07%	130
2025 Q1	$377K	Buy	734 +1	+0.1%	+$541	0.07%	123
2024 Q4	$395K	Buy	+733	New	+$397K	0.07%	112

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Advisors Wealth Management's VOO Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $51.3K and bringing the position to 3,827 shares worth $2.63M. The position accounts for 0.31% of the portfolio, ranked #65.

Capital Advisors Wealth Management first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 1,234 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Capital Advisors Wealth Management held 3,827 shares of Vanguard S&P 500 ETF worth $2.63M as of Q2 2026.
Capital Advisors Wealth Management bought 77 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $51.3K.
Vanguard S&P 500 ETF made up 0.31% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #65 holding.
Capital Advisors Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
1,234 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.