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

Capital Performance 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	$2.09M	Sell	3,502 -201	-5%	-$126K	0.14%	71
2025 Q4	$2.32M	Buy	3,703 +2,858	+338%	+$1.78M	0.16%	66
2025 Q3	$517K	Buy	+845	New	+$498K	0.09%	123
2025 Q2	–	Sell	-799	Closed	-$411K	–	321
2025 Q1	$411K	Buy	+799	New	+$432K	0.09%	125
2024 Q4	–	Sell	-1	Closed	-$528	–	2624
2024 Q3	$528	Buy	+1	New	+$508	﹤0.01%	2222

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 Performance Advisors's VOO Position: Q1 2026 in Review

Capital Performance Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 5.4% in Q1 2026, selling an estimated $126K and leaving 3,502 shares worth $2.09M. The position accounts for 0.14% of the portfolio, ranked #71.

Capital Performance Advisors first reported a position in VOO in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.32M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Capital Performance Advisors held 3,502 shares of Vanguard S&P 500 ETF worth $2.09M as of Q1 2026.
Capital Performance Advisors sold 201 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $126K.
Vanguard S&P 500 ETF made up 0.14% of Capital Performance Advisors's portfolio in Q1 2026, its #71 holding.
Capital Performance Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 5 quarters since.
Capital Performance Advisors's Vanguard S&P 500 ETF position peaked at $2.32M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.