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 Q3	$3.03M	Buy	4,323 +496	+13%	+$346K	0.34%	57
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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

GWSA

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Capital Advisors Wealth Management's VOO Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 13% in Q3 2026, buying an estimated $346K and bringing the position to 4,323 shares worth $3.03M. The position accounts for 0.34% of the portfolio, ranked #57.

Capital Advisors Wealth Management first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 252 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Capital Advisors Wealth Management held 4,323 shares of Vanguard S&P 500 ETF worth $3.03M as of Q3 2026.
Capital Advisors Wealth Management bought 496 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $346K.
Vanguard S&P 500 ETF made up 0.34% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #57 holding.
Capital Advisors Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
252 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.