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

Capital Asset 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 		$6.59M Sell
9,602
-3,275
-25% -$2.18M 14.84% 1
2026
Q1 		$7.69M Buy
12,877
+62
+0.5% +$38.8K 8.66% 1
2025
Q4 		$8.04M Buy
+12,815
New +$7.96M 8.9% 1

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Capital Asset Management's VOO Position: Q2 2026 in Review

Capital Asset Management reduced its Vanguard S&P 500 ETF (VOO) stake by 25% in Q2 2026, selling an estimated $2.18M and leaving 9,602 shares worth $6.59M. The position accounts for 14.84% of the portfolio, ranked #1.

Capital Asset Management first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.04M in Q4 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Capital Asset Management held 9,602 shares of Vanguard S&P 500 ETF worth $6.59M as of Q2 2026.
  • Capital Asset Management sold 3,275 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.18M.
  • Vanguard S&P 500 ETF made up 14.84% of Capital Asset Management's portfolio in Q2 2026, its #1 holding.
  • Capital Asset Management first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Asset Management's Vanguard S&P 500 ETF position peaked at $8.04M in Q4 2025.
  • 4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capital Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.