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

Capital Planning 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 		$8.72M Buy
14,588
+1,071
+8% +$670K 1.26% 21
2025
Q4 		$8.48M Buy
13,517
+381
+3% +$237K 1.13% 24
2025
Q3 		$8.04M Buy
13,136
+268
+2% +$158K 1.1% 25
2025
Q2 		$7.31M Buy
12,868
+702
+6% +$369K 1.07% 27
2025
Q1 		$6.25M Buy
12,166
+867
+8% +$469K 0.97% 28
2024
Q4 		$6.09M Buy
11,299
+1,215
+12% +$658K 0.94% 30
2024
Q3 		$5.32M Buy
10,084
+949
+10% +$482K 0.8% 31
2024
Q2 		$4.57M Buy
9,135
+2,328
+34% +$1.12M 0.78% 33
2024
Q1 		$3.27M Buy
6,807
+860
+14% +$394K 0.57% 45
2023
Q4 		$2.6M Buy
5,947
+3,530
+146% +$1.45M 0.49% 50
2023
Q3 		$949K Buy
2,417
+1,063
+79% +$435K 0.2% 67
2023
Q2 		$551K Buy
+1,354
New +$522K 0.11% 91
2022
Q4 		– Sell
-831
Closed -$273K – 132
2022
Q3 		$273K Buy
831
+70
+9% +$25.6K 0.07% 102
2022
Q2 		$264K Sell
761
-50
-6% -$18.8K 0.07% 108
2022
Q1 		$337K Sell
811
-50
-6% -$20.5K 0.07% 121
2021
Q4 		$376K Buy
861
+121
+16% +$51.1K 0.07% 115
2021
Q3 		$292K Hold
740
– – 0.06% 120
2021
Q2 		$291K Buy
+740
New +$284K 0.06% 123
2019
Q4 		– Sell
-55
Closed -$15K – 150
2019
Q3 		$15K Buy
+55
New +$14.9K ﹤0.01% 141

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Capital Planning Advisors's VOO Position: Q1 2026 in Review

Capital Planning Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 7.9% in Q1 2026, buying an estimated $670K and bringing the position to 14,588 shares worth $8.72M. The position accounts for 1.26% of the portfolio, ranked #21.

Capital Planning Advisors first reported a position in VOO in Q3 2019 and has held it in 19 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Capital Planning Advisors held 14,588 shares of Vanguard S&P 500 ETF worth $8.72M as of Q1 2026.
  • Capital Planning Advisors bought 1,071 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $670K.
  • Vanguard S&P 500 ETF made up 1.26% of Capital Planning Advisors's portfolio in Q1 2026, its #21 holding.
  • Capital Planning Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 19 quarters since.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.