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Capstone Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Capstone Financial 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 		$1.83M Sell
3,057
-821
-21% -$513K 0.1% 47
2025
Q4 		$2.43M Buy
3,878
+1,520
+64% +$945K 0.13% 43
2025
Q3 		$1.44M Sell
2,358
-423
-15% -$249K 0.08% 52
2025
Q2 		$1.58M Buy
2,781
+476
+21% +$250K 0.09% 49
2025
Q1 		$1.18M Buy
2,305
+378
+20% +$204K 0.07% 59
2024
Q4 		$1.04M Buy
1,927
+268
+16% +$145K 0.06% 61
2024
Q3 		$876K Buy
1,659
+20
+1% +$10.2K 0.05% 63
2024
Q2 		$820K Sell
1,639
-118
-7% -$56.8K 0.05% 64
2024
Q1 		$844K Buy
1,757
+78
+5% +$35.7K 0.06% 63
2023
Q4 		$733K Sell
1,679
-34
-2% -$13.9K 0.05% 63
2023
Q3 		$673K Buy
1,713
+21
+1% +$8.59K 0.05% 63
2023
Q2 		$689K Buy
1,692
+847
+100% +$327K 0.05% 61
2023
Q1 		$318K Buy
845
+2
+0.2% +$733 0.03% 97
2022
Q4 		$296K Sell
843
-1,003
-54% -$354K 0.03% 98
2022
Q3 		$606K Buy
1,846
+2
+0.1% +$730 0.06% 61
2022
Q2 		$640K Buy
1,844
+176
+11% +$66.3K 0.05% 64
2022
Q1 		$693K Hold
1,668
– – 0.05% 60
2021
Q4 		$728K Buy
1,668
+125
+8% +$52.8K 0.05% 59
2021
Q3 		$608K Buy
1,543
+67
+5% +$27.2K 0.05% 60
2021
Q2 		$581K Buy
+1,476
New +$567K 0.05% 65

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

Capstone Financial Advisors's VOO Position: Q1 2026 in Review

Capstone Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 21% in Q1 2026, selling an estimated $513K and leaving 3,057 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #47.

Capstone Financial Advisors first reported a position in VOO in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.43M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Capstone Financial Advisors held 3,057 shares of Vanguard S&P 500 ETF worth $1.83M as of Q1 2026.
  • Capstone Financial Advisors sold 821 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $513K.
  • Vanguard S&P 500 ETF made up 0.1% of Capstone Financial Advisors's portfolio in Q1 2026, its #47 holding.
  • Capstone Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 20 quarters since.
  • Capstone Financial Advisors's Vanguard S&P 500 ETF position peaked at $2.43M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.