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

Capital Investment Services of America’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 		$765K Sell
1,114
-1
-0.1% -$667 0.08% 62
2026
Q1 		$667K Buy
1,115
+36
+3% +$22.5K 0.07% 63
2025
Q4 		$677K Buy
1,079
+103
+11% +$64K 0.06% 64
2025
Q3 		$598K Buy
976
+57
+6% +$33.6K 0.05% 66
2025
Q2 		$522K Buy
919
+20
+2% +$10.5K 0.05% 67
2025
Q1 		$462K Buy
899
+51
+6% +$27.6K 0.05% 65
2024
Q4 		$457K Buy
848
+43
+5% +$23.3K 0.04% 63
2024
Q3 		$425K Buy
805
+39
+5% +$19.8K 0.04% 63
2024
Q2 		$383K Buy
766
+24
+3% +$11.5K 0.04% 64
2024
Q1 		$357K Sell
742
-30
-4% -$13.7K 0.03% 65
2023
Q4 		$337K Buy
772
+28
+4% +$11.5K 0.04% 66
2023
Q3 		$292K Buy
744
+39
+6% +$15.9K 0.03% 66
2023
Q2 		$287K Sell
705
-20
-3% -$7.72K 0.03% 66
2023
Q1 		$273K Hold
725
– – 0.03% 66
2022
Q4 		$255K Buy
725
+47
+7% +$16.6K 0.03% 66
2022
Q3 		$223K Buy
678
+28
+4% +$10.2K 0.03% 69
2022
Q2 		$225K Sell
650
-614
-49% -$231K 0.03% 68
2022
Q1 		$552K Hold
1,264
– – 0.05% 62
2021
Q4 		$552K Sell
1,264
-88
-7% -$37.1K 0.05% 62
2021
Q3 		$533K Sell
1,352
-202
-13% -$82K 0.05% 60
2021
Q2 		$612K Buy
1,554
+403
+35% +$155K 0.06% 59
2021
Q1 		$419K Buy
1,151
+482
+72% +$171K 0.04% 61
2020
Q4 		$230K Sell
669
-138
-17% -$45K 0.02% 70
2020
Q3 		$248K Buy
807
+10
+1% +$3.05K 0.03% 64
2020
Q2 		$226K Buy
+797
New +$215K 0.03% 64
2020
Q1 		– Sell
-767
Closed -$227K – 68
2019
Q4 		$227K Buy
+767
New +$217K 0.03% 68

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

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

Capital Investment Services of America reduced its Vanguard S&P 500 ETF (VOO) stake by 0.09% in Q2 2026, selling an estimated $667 and leaving 1,114 shares worth $765K. The position accounts for 0.08% of the portfolio, ranked #62.

Capital Investment Services of America first reported a position in VOO in Q4 2019 and has held it in 26 quarters since. 3,307 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Capital Investment Services of America held 1,114 shares of Vanguard S&P 500 ETF worth $765K as of Q2 2026.
  • Capital Investment Services of America sold 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 0.08% of Capital Investment Services of America's portfolio in Q2 2026, its #62 holding.
  • Capital Investment Services of America first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,307 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.