Capital Management Associates (New York)’s Vanguard S&P 500 ETF VOO Stock Holding History

Capital Management Associates (New York)’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
2025 Q1	–	Sell	-2,231	Closed	-$1.2M	–	67
2024 Q4	$1.2M	Sell	2,231 -303	-12%	-$164K	1.42%	28
2024 Q3	$1.34M	Sell	2,534 -1,528	-38%	-$777K	1.49%	25
2024 Q2	$2.03M	Sell	4,062 -136	-3%	-$65.4K	2.41%	13
2024 Q1	$2.02M	Sell	4,198 -261	-6%	-$119K	2.4%	10
2023 Q4	$1.95M	Sell	4,459 -742	-14%	-$304K	2.48%	8
2023 Q3	$2.04M	Sell	5,201 -43	-0.8%	-$17.6K	3.01%	7
2023 Q2	$2.14M	Sell	5,244 -748	-12%	-$289K	3.14%	7
2023 Q1	$2.25M	Sell	5,992 -3,671	-38%	-$1.35M	3.42%	5
2022 Q4	$3.39M	Buy	9,663 +1,791	+23%	+$633K	5.04%	2
2022 Q3	$2.58M	Buy	+7,872	New	+$2.88M	3.76%	5

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Capital Management Associates (New York)'s VOO Position: Q1 2025 in Review

Capital Management Associates (New York) sold out of Vanguard S&P 500 ETF (VOO) in Q1 2025, closing a stake of 2,231 shares — an estimated $1.2M sold.

Capital Management Associates (New York) first reported a position in VOO in Q3 2022 and held it in 10 quarters. The position peaked at $3.39M in Q4 2022. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

Capital Management Associates (New York) reported no remaining Vanguard S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
Capital Management Associates (New York) sold 2,231 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $1.2M.
Capital Management Associates (New York) first reported a position in Vanguard S&P 500 ETF in Q3 2022 and held it in 10 quarters.
Capital Management Associates (New York)'s Vanguard S&P 500 ETF position peaked at $3.39M in Q4 2022.
3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2025, filed 8 May 2025.