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Capital Analysts LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Capital Analysts LLC’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 		$3.36M Buy
5,624
+195
+4% +$122K 0.09% 191
2025
Q4 		$3.4M Buy
5,429
+265
+5% +$165K 0.09% 182
2025
Q3 		$3.16M Buy
5,164
+547
+12% +$322K 0.09% 185
2025
Q2 		$2.62M Buy
4,617
+1,251
+37% +$657K 0.09% 185
2025
Q1 		$1.73M Buy
3,366
+2,009
+148% +$1.09M 0.06% 207
2024
Q4 		$731K Sell
1,357
-700
-34% -$379K 0.03% 286
2024
Q3 		$1.09M Buy
2,057
+72
+4% +$36.6K 0.04% 237
2024
Q2 		$993K Buy
1,985
+1,371
+223% +$660K 0.04% 245
2024
Q1 		$295K Buy
614
+1
+0.2% +$458 0.01% 380
2023
Q4 		$267K Buy
613
+127
+26% +$52K 0.01% 385
2023
Q3 		$190K Buy
486
+136
+39% +$55.6K 0.01% 401
2023
Q2 		$143K Sell
350
-865
-71% -$334K 0.01% 415
2023
Q1 		$457K Buy
1,215
+871
+253% +$319K 0.03% 298
2022
Q4 		$120K Buy
344
+1
+0.3% +$353 0.01% 469
2022
Q3 		$112K Buy
343
+2
+0.6% +$730 0.01% 424
2022
Q2 		$118K Buy
341
+31
+10% +$11.7K 0.01% 408
2022
Q1 		$129K Sell
310
-31
-9% -$12.7K 0.01% 392
2021
Q4 		$149K Buy
341
+2
+0.6% +$844 0.01% 381
2021
Q3 		$133K Sell
339
-62
-15% -$25.2K 0.01% 398
2021
Q2 		$158K Sell
401
-92
-19% -$35.3K 0.01% 370
2021
Q1 		$179K Buy
493
+391
+383% +$139K 0.01% 362
2020
Q4 		$35K Buy
102
+1
+1% +$326 ﹤0.01% 458
2020
Q3 		$31K Hold
101
– – ﹤0.01% 464
2020
Q2 		$29K Buy
101
+1
+1% +$269 ﹤0.01% 435
2020
Q1 		$24K Hold
100
– – ﹤0.01% 429
2019
Q4 		$30K Buy
+100
New +$28.3K ﹤0.01% 455
2015
Q3 		– Sell
-4,343
Closed -$820K – 389
2015
Q2 		$820K Buy
+4,343
New +$837K 0.17% 117

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 Analysts LLC's VOO Position: Q1 2026 in Review

Capital Analysts LLC increased its Vanguard S&P 500 ETF (VOO) stake by 3.6% in Q1 2026, buying an estimated $122K and bringing the position to 5,624 shares worth $3.36M. The position accounts for 0.09% of the portfolio, ranked #191.

Capital Analysts LLC first reported a position in VOO in Q2 2015 and has held it in 27 quarters since. The position peaked at $3.4M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Capital Analysts LLC held 5,624 shares of Vanguard S&P 500 ETF worth $3.36M as of Q1 2026.
  • Capital Analysts LLC bought 195 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $122K.
  • Vanguard S&P 500 ETF made up 0.09% of Capital Analysts LLC's portfolio in Q1 2026, its #191 holding.
  • Capital Analysts LLC first reported a position in Vanguard S&P 500 ETF in Q2 2015 and has held it in 27 quarters since.
  • Capital Analysts LLC's Vanguard S&P 500 ETF position peaked at $3.4M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.