Capstone Wealth Management Group (Pennsylvania)’s Vanguard S&P 500 ETF VOO Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$1.09M	Buy	1,816 +1	+0.1%	+$625	0.45%	47
2025 Q4	$1.14M	Buy	1,815 +1	+0.1%	+$621	0.48%	38
2025 Q3	$1.11M	Hold	1,814	–	–	0.47%	34
2025 Q2	$1.03M	Hold	1,814	–	–	0.99%	23
2025 Q1	$932K	Buy	1,814 +1	+0.1%	+$541	0.53%	41
2024 Q4	$977K	Buy	1,813 +1	+0.1%	+$542	0.52%	44
2024 Q3	$956K	Buy	1,812 +1	+0.1%	+$508	0.57%	41
2024 Q2	$906K	Hold	1,811	–	–	0.59%	40
2024 Q1	$871K	Buy	1,811 +33	+2%	+$15.1K	0.62%	41
2023 Q4	$777K	Buy	1,778 +1	+0.1%	+$409	0.73%	32
2023 Q3	$698K	Sell	1,777 -5	-0.3%	-$2.04K	0.72%	34
2023 Q2	$726K	Hold	1,782	–	–	0.75%	32
2023 Q1	$670K	Hold	1,782	–	–	0.74%	26
2022 Q4	$626K	Hold	1,782	–	–	0.67%	31
2022 Q3	$585K	Sell	1,782 -20	-1%	-$7.3K	0.75%	31
2022 Q2	$625K	Hold	1,802	–	–	0.75%	30
2022 Q1	$748K	Hold	1,802	–	–	0.75%	31
2021 Q4	$787K	Buy	+1,802	New	+$761K	0.64%	32

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 Wealth Management Group (Pennsylvania)'s VOO Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Vanguard S&P 500 ETF (VOO) stake by 0.06% in Q1 2026, buying an estimated $625 and bringing the position to 1,816 shares worth $1.09M. The position accounts for 0.45% of the portfolio, ranked #47.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.14M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 1,816 shares of Vanguard S&P 500 ETF worth $1.09M as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 1 Vanguard S&P 500 ETF share in Q1 2026, an estimated $625.
Vanguard S&P 500 ETF made up 0.45% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #47 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Vanguard S&P 500 ETF position peaked at $1.14M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.