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

CapWealth 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 		$1.19M Sell
1,984
-145
-7% -$90.7K 0.09% 68
2025
Q4 		$1.34M Sell
2,129
-68
-3% -$42.3K 0.09% 73
2025
Q3 		$1.35M Hold
2,197
– – 0.09% 71
2025
Q2 		$1.25M Sell
2,197
-22
-1% -$11.6K 0.12% 63
2025
Q1 		$1.14M Buy
2,219
+26
+1% +$14.1K 0.12% 60
2024
Q4 		$1.18M Sell
2,193
-118
-5% -$63.9K 0.13% 59
2024
Q3 		$1.22M Buy
2,311
+999
+76% +$508K 0.13% 60
2024
Q2 		$656K Sell
1,312
-45
-3% -$21.7K 0.08% 62
2024
Q1 		$652K Hold
1,357
– – 0.07% 63
2023
Q4 		$593K Sell
1,357
-60
-4% -$24.6K 0.07% 64
2023
Q3 		$557K Sell
1,417
-168
-11% -$68.7K 0.07% 72
2023
Q2 		$646K Sell
1,585
-144
-8% -$55.6K 0.08% 70
2023
Q1 		$650K Sell
1,729
-357
-17% -$131K 0.08% 72
2022
Q4 		$733K Buy
2,086
+304
+17% +$107K 0.09% 75
2022
Q3 		$585K Sell
1,782
-206
-10% -$75.2K 0.08% 77
2022
Q2 		$690K Buy
1,988
+81
+4% +$30.5K 0.08% 79
2022
Q1 		$792K Sell
1,907
-149
-7% -$61K 0.08% 83
2021
Q4 		$898K Buy
2,056
+10
+0.5% +$4.22K 0.09% 77
2021
Q3 		$807K Buy
2,046
+50
+3% +$20.3K 0.09% 78
2021
Q2 		$785K Sell
1,996
-32
-2% -$12.3K 0.09% 75
2021
Q1 		$739K Buy
2,028
+11
+0.5% +$3.9K 0.08% 75
2020
Q4 		$693K Buy
2,017
+145
+8% +$47.3K 0.08% 72
2020
Q3 		$576K Sell
1,872
-392
-17% -$119K 0.08% 73
2020
Q2 		$642K Buy
2,264
+195
+9% +$52.5K 0.09% 68
2020
Q1 		$490K Buy
+2,069
New +$580K 0.09% 70

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

CapWealth Advisors's VOO Position: Q1 2026 in Review

CapWealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 6.8% in Q1 2026, selling an estimated $90.7K and leaving 1,984 shares worth $1.19M. The position accounts for 0.09% of the portfolio, ranked #68.

CapWealth Advisors first reported a position in VOO in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.35M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • CapWealth Advisors held 1,984 shares of Vanguard S&P 500 ETF worth $1.19M as of Q1 2026.
  • CapWealth Advisors sold 145 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $90.7K.
  • Vanguard S&P 500 ETF made up 0.09% of CapWealth Advisors's portfolio in Q1 2026, its #68 holding.
  • CapWealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 25 quarters since.
  • CapWealth Advisors's Vanguard S&P 500 ETF position peaked at $1.35M in Q3 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on CapWealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.