Capital Insight Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Capital Insight Partners’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	–	Sell	-439	Closed	-$275K	–	115
2025 Q4	$275K	Buy	439 +24	+6%	+$14.9K	0.06%	121
2025 Q3	$254K	Sell	415 -7	-2%	-$4.13K	0.04%	149
2025 Q2	$240K	Sell	422 -2	-0.5%	-$1.05K	0.04%	151
2025 Q1	$218K	Buy	424 +6	+1%	+$3.24K	0.04%	152
2024 Q4	$225K	Hold	418	–	–	0.04%	153
2024 Q3	$221K	Sell	418 -6	-1%	-$3.05K	0.04%	152
2024 Q2	$212K	Sell	424 -69	-14%	-$33.2K	0.04%	152
2024 Q1	$237K	Hold	493	–	–	0.04%	156
2023 Q4	$215K	Buy	+493	New	+$202K	0.04%	159
2023 Q3	–	Sell	-493	Closed	-$201K	–	170
2023 Q2	$201K	Buy	+493	New	+$190K	0.04%	171
2022 Q2	–	Sell	-493	Closed	-$205K	–	167
2022 Q1	$205K	Sell	493 -78	-14%	-$31.9K	0.04%	163
2021 Q4	$249K	Hold	571	–	–	0.05%	139
2021 Q3	$225K	Hold	571	–	–	0.05%	144
2021 Q2	$225K	Sell	571 -15	-3%	-$5.76K	0.05%	146
2021 Q1	$213K	Hold	586	–	–	0.05%	143
2020 Q4	$201K	Buy	+586	New	+$191K	0.05%	143

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Capital Insight Partners's VOO Position: Q1 2026 in Review

Capital Insight Partners sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 439 shares — an estimated $275K sold.

Capital Insight Partners first reported a position in VOO in Q4 2020 and held it in 16 quarters. The position peaked at $275K in Q4 2025. 3,852 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Capital Insight Partners reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 439 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $275K.
Capital Insight Partners first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 16 quarters.
Capital Insight Partners's Vanguard S&P 500 ETF position peaked at $275K in Q4 2025.
3,852 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.