CapWealth Advisors
VOO icon

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
Q3 		$1.34M Hold
1,907
– – 0.1% 67
2026
Q2 		$1.31M Sell
1,907
-77
-4% -$51.3K 0.09% 68
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
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
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CapWealth Advisors's VOO Position: Q3 2026 in Review

CapWealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 1,907 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #67.

CapWealth Advisors first reported a position in VOO in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.35M in Q3 2025. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • CapWealth Advisors held 1,907 shares of Vanguard S&P 500 ETF worth $1.34M as of Q3 2026.
  • CapWealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 0.1% of CapWealth Advisors's portfolio in Q3 2026, its #67 holding.
  • CapWealth Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2020 and has held it in 27 quarters since.
  • CapWealth Advisors's Vanguard S&P 500 ETF position peaked at $1.35M in Q3 2025.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.