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

Capital Management Associates Inc’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	$48.3M	Buy	70,396 +2,586	+4%	+$1.72M	9.72%	3
2026 Q1	$40.5M	Buy	67,810 +3,218	+5%	+$2.01M	9.16%	3
2025 Q4	$40.5M	Buy	64,592 +18,553	+40%	+$11.5M	8.96%	3
2025 Q3	$28.2M	Buy	46,039 +310	+0.7%	+$183K	7.62%	3
2025 Q2	$26M	Sell	45,729 -29,592	-39%	-$15.6M	8.23%	2
2025 Q1	$38.7M	Buy	75,321 +30,510	+68%	+$16.5M	8.77%	3
2024 Q4	$24.1M	Buy	44,811 +1,939	+5%	+$1.05M	9.05%	2
2024 Q3	$22.6M	Buy	42,872 +4,425	+12%	+$2.25M	9.24%	2
2024 Q2	$19.2M	Buy	38,447 +265	+0.7%	+$128K	11.64%	2
2024 Q1	$18.4M	Buy	38,182 +688	+2%	+$315K	13.52%	1
2023 Q4	$16.4M	Buy	+37,494	New	+$15.3M	9.64%	3

Other funds holding VOO

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Capital Management Associates Inc's VOO Position: Q2 2026 in Review

Capital Management Associates Inc increased its Vanguard S&P 500 ETF (VOO) stake by 3.8% in Q2 2026, buying an estimated $1.72M and bringing the position to 70,396 shares worth $48.3M. The position accounts for 9.72% of the portfolio, ranked #3.

Capital Management Associates Inc first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Capital Management Associates Inc held 70,396 shares of Vanguard S&P 500 ETF worth $48.3M as of Q2 2026.
Capital Management Associates Inc bought 2,586 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.72M.
Vanguard S&P 500 ETF made up 9.72% of Capital Management Associates Inc's portfolio in Q2 2026, its #3 holding.
Capital Management Associates Inc first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.