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

Capstone Investment 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	$511M	Buy	855,335 +25,440	+3%	+$15.9M	0.89%	19
2025 Q4	$520M	Buy	829,895 +215,874	+35%	+$134M	1.02%	20
2025 Q3	$376M	Buy	614,021 +411,247	+203%	+$242M	0.7%	23
2025 Q2	$115M	Sell	202,774 -3,013	-1%	-$1.58M	0.29%	35
2025 Q1	$106M	Sell	205,787 -2,115,804	-91%	-$1.14B	0.28%	37
2024 Q4	$1.25B	Buy	2,321,591 +1,391,891	+150%	+$754M	3.02%	7
2024 Q3	$491M	Buy	+929,700	New	+$473M	1.49%	12

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

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

Capstone Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q1 2026, buying an estimated $15.9M and bringing the position to 855,335 shares worth $511M. The position accounts for 0.89% of the portfolio, ranked #19.

Capstone Investment Advisors first reported a position in VOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.25B in Q4 2024. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Capstone Investment Advisors held 855,335 shares of Vanguard S&P 500 ETF worth $511M as of Q1 2026.
Capstone Investment Advisors bought 25,440 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $15.9M.
Vanguard S&P 500 ETF made up 0.89% of Capstone Investment Advisors's portfolio in Q1 2026, its #19 holding.
Capstone Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 7 quarters since.
Capstone Investment Advisors's Vanguard S&P 500 ETF position peaked at $1.25B in Q4 2024.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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