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

Capital Investment Advisors’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	$25.7M	Buy	42,974 +3,498	+9%	+$2.19M	0.38%	69
2025 Q4	$24.8M	Buy	39,476 +2,835	+8%	+$1.76M	0.38%	68
2025 Q3	$22.4M	Buy	36,641 +3,011	+9%	+$1.77M	0.37%	65
2025 Q2	$19.1M	Buy	33,630 +3,000	+10%	+$1.58M	0.34%	73
2025 Q1	$15.7M	Buy	30,630 +2,088	+7%	+$1.13M	0.31%	77
2024 Q4	$15.4M	Buy	28,542 +8,483	+42%	+$4.59M	0.31%	71
2024 Q3	$10.6M	Buy	20,059 +5,043	+34%	+$2.56M	0.22%	95
2024 Q2	$7.51M	Buy	15,016 +2,797	+23%	+$1.35M	0.17%	109
2024 Q1	$5.87M	Buy	12,219 +2,039	+20%	+$933K	0.14%	124
2023 Q4	$4.45M	Buy	10,180 +2,903	+40%	+$1.19M	0.11%	133
2023 Q3	$2.86M	Buy	+7,277	New	+$2.98M	0.08%	153
2023 Q2	–	Sell	-4,070	Closed	-$1.53M	–	605
2023 Q1	$1.53M	Buy	4,070 +865	+27%	+$317K	0.05%	197
2022 Q4	$1.13M	Buy	3,205 +1,209	+61%	+$427K	0.03%	237
2022 Q3	$655K	Sell	1,996 -264	-12%	-$96.4K	0.02%	298
2022 Q2	$784K	Sell	2,260 -321	-12%	-$121K	0.03%	280
2022 Q1	$1.07M	Buy	2,581 +158	+7%	+$64.7K	0.03%	257
2021 Q4	$1.06M	Sell	2,423 -122	-5%	-$51.5K	0.03%	265
2021 Q3	$1M	Buy	2,545 +149	+6%	+$60.5K	0.03%	267
2021 Q2	$943K	Buy	2,396 +38	+2%	+$14.6K	0.03%	282
2021 Q1	$859K	Sell	2,358 -2,444	-51%	-$867K	0.03%	277
2020 Q4	$1.65M	Buy	4,802 +1,640	+52%	+$535K	0.07%	186
2020 Q3	$973K	Sell	3,162 -181	-5%	-$55.1K	0.05%	230
2020 Q2	$948K	Sell	3,343 -175	-5%	-$47.1K	0.05%	226
2020 Q1	$833K	Sell	3,518 -152	-4%	-$42.6K	0.05%	222
2019 Q4	$1.09M	Sell	3,670 -89	-2%	-$25.2K	0.05%	218
2019 Q3	$1.02M	Sell	3,759 -365	-9%	-$99.1K	0.05%	220
2019 Q2	$1.11M	Sell	4,124 -12	-0.3%	-$3.17K	0.06%	212
2019 Q1	$1.07M	Sell	4,136 -395	-9%	-$98.7K	0.06%	210
2018 Q4	$1.04M	Sell	4,531 -466	-9%	-$115K	0.07%	200
2018 Q3	$1.33M	Buy	4,997 +529	+12%	+$138K	0.08%	182
2018 Q2	$1.11M	Sell	4,468 -155	-3%	-$38.5K	0.07%	199
2018 Q1	$1.12M	Buy	4,623 +920	+25%	+$231K	0.07%	200
2017 Q4	$908K	Buy	3,703 +2,221	+150%	+$531K	0.06%	223
2017 Q3	$342K	Buy	1,482 +492	+50%	+$111K	0.02%	347
2017 Q2	$220K	Buy	+990	New	+$218K	0.02%	420

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Capital Investment Advisors's VOO Position: Q1 2026 in Review

Capital Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 8.9% in Q1 2026, buying an estimated $2.19M and bringing the position to 42,974 shares worth $25.7M. The position accounts for 0.38% of the portfolio, ranked #69.

Capital Investment Advisors first reported a position in VOO in Q2 2017 and has held it in 35 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Capital Investment Advisors held 42,974 shares of Vanguard S&P 500 ETF worth $25.7M as of Q1 2026.
Capital Investment Advisors bought 3,498 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.19M.
Vanguard S&P 500 ETF made up 0.38% of Capital Investment Advisors's portfolio in Q1 2026, its #69 holding.
Capital Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2017 and has held it in 35 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.