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

Capital Investment Advisory Services’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 		$7.68M Buy
11,176
+4,496
+67% +$3M 0.47% 44
2026
Q1 		$3.99M Buy
6,680
+369
+6% +$231K 0.29% 82
2025
Q4 		$3.96M Buy
6,311
+686
+12% +$426K 0.28% 84
2025
Q3 		$3.44M Buy
5,625
+885
+19% +$522K 0.27% 86
2025
Q2 		$2.69M Buy
4,740
+207
+5% +$109K 0.22% 109
2025
Q1 		$2.33M Buy
4,533
+84
+2% +$45.4K 0.21% 113
2024
Q4 		$2.4M Buy
4,449
+567
+15% +$307K 0.23% 95
2024
Q3 		$2.05M Sell
3,882
-181
-4% -$92K 0.19% 123
2024
Q2 		$2.03M Buy
4,063
+338
+9% +$163K 0.21% 108
2024
Q1 		$1.79M Sell
3,725
-1
-0% -$458 0.19% 119
2023
Q4 		$1.63M Sell
3,726
-13
-0.3% -$5.32K 0.15% 122
2023
Q3 		$1.47M Buy
3,739
+637
+21% +$260K 0.14% 131
2023
Q2 		$1.26M Sell
3,102
-279
-8% -$108K 0.13% 146
2023
Q1 		$1.27M Sell
3,381
-368
-10% -$135K 0.15% 136
2022
Q4 		$1.32M Buy
3,749
+1,536
+69% +$543K 0.16% 127
2022
Q3 		$727K Buy
2,213
+739
+50% +$270K 0.09% 190
2022
Q2 		$511K Buy
1,474
+332
+29% +$125K 0.06% 256
2022
Q1 		$474K Buy
1,142
+80
+8% +$32.8K 0.05% 297
2021
Q4 		$464K Buy
1,062
+24
+2% +$10.1K 0.06% 288
2021
Q3 		$409K Buy
1,038
+179
+21% +$72.6K 0.05% 297
2021
Q2 		$338K Sell
859
-485
-36% -$186K 0.04% 343
2021
Q1 		$490K Sell
1,344
-1,647
-55% -$584K 0.07% 254
2020
Q4 		$1.03M Sell
2,991
-56
-2% -$18.3K 0.15% 139
2020
Q3 		$937K Buy
3,047
+3
+0.1% +$914 0.18% 119
2020
Q2 		$863K Buy
3,044
+2,308
+314% +$621K 0.17% 126
2020
Q1 		$174K Buy
736
+76
+12% +$21.3K 0.04% 297
2019
Q4 		$195K Buy
660
+67
+11% +$19K 0.05% 297
2019
Q3 		$162K Sell
593
-35
-6% -$9.5K 0.05% 306
2019
Q2 		$172K Buy
628
+35
+6% +$9.26K 0.05% 298
2019
Q1 		$154K Hold
593
– – 0.06% 257
2018
Q4 		$136K Buy
+593
New +$147K 0.06% 246

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Capital Investment Advisory Services's VOO Position: Q2 2026 in Review

Capital Investment Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 67% in Q2 2026, buying an estimated $3M and bringing the position to 11,176 shares worth $7.68M. The position accounts for 0.47% of the portfolio, ranked #44.

Capital Investment Advisory Services first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 1,420 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Capital Investment Advisory Services held 11,176 shares of Vanguard S&P 500 ETF worth $7.68M as of Q2 2026.
  • Capital Investment Advisory Services bought 4,496 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $3M.
  • Vanguard S&P 500 ETF made up 0.47% of Capital Investment Advisory Services's portfolio in Q2 2026, its #44 holding.
  • Capital Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,420 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.