Capital Square
VOO icon

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

Capital Square’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
Q3 		$1.69M Buy
2,410
+86
+4% +$60.1K 0.75% 36
2026
Q2 		$1.61M Sell
2,324
-29
-1% -$19.3K 0.71% 42
2026
Q1 		$1.55M Sell
2,353
-99
-4% -$61.9K 0.71% 38
2025
Q4 		$1.54M Buy
2,452
+48
+2% +$29.8K 0.78% 35
2025
Q3 		$1.47M Buy
2,404
+193
+9% +$114K 0.75% 38
2025
Q2 		$1.27M Buy
2,211
+28
+1% +$14.7K 0.68% 44
2025
Q1 		$1.12M Buy
2,183
+121
+6% +$65.4K 0.66% 42
2024
Q4 		$1.15M Buy
2,062
+27
+1% +$14.6K 0.65% 44
2024
Q3 		$1.07M Buy
2,035
+17
+0.8% +$8.64K 0.65% 47
2024
Q2 		$1.03M Buy
2,018
+1,440
+249% +$693K 0.67% 47
2024
Q1 		$278K Buy
+578
New +$265K 0.2% 113

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Constellation Investments
Constellation Investments Montgomery, Ohio $2.61B AUM 8.5% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Capital Square's VOO Position: Q3 2026 in Review

Capital Square increased its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q3 2026, buying an estimated $60.1K and bringing the position to 2,410 shares worth $1.69M. The position accounts for 0.75% of the portfolio, ranked #36.

Capital Square first reported a position in VOO in Q1 2024 and has held it in 11 quarters since. 1,718 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Capital Square held 2,410 shares of Vanguard S&P 500 ETF worth $1.69M as of Q3 2026.
  • Capital Square bought 86 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $60.1K.
  • Vanguard S&P 500 ETF made up 0.75% of Capital Square's portfolio in Q3 2026, its #36 holding.
  • Capital Square first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,718 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.