CPCM
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Cardinal Point Capital Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Cardinal Point Capital Management’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
Q2 		$5.8M Buy
8,447
+437
+5% +$291K 0.33% 59
2026
Q1 		$4.79M Buy
8,010
+3,773
+89% +$2.36M 0.29% 59
2025
Q4 		$2.66M Buy
4,237
+125
+3% +$77.7K 0.17% 70
2025
Q3 		$2.51M Sell
4,112
-50
-1% -$29.5K 0.18% 69
2025
Q2 		$2.39M Sell
4,162
-90
-2% -$47.3K 0.19% 66
2025
Q1 		$2.19M Buy
4,252
+29
+0.7% +$15.7K 0.2% 63
2024
Q4 		$2.28M Buy
4,223
+84
+2% +$45.5K 0.36% 23
2024
Q3 		$2.19M Sell
4,139
-163
-4% -$82.9K 0.37% 21
2024
Q2 		$2.16M Buy
4,302
+430
+11% +$207K 0.38% 20
2024
Q1 		$1.86M Buy
3,872
+382
+11% +$175K 0.35% 20
2023
Q4 		$1.52M Hold
3,490
– – 0.37% 17
2023
Q3 		$1.38M Buy
3,490
+235
+7% +$96.1K 0.36% 19
2023
Q2 		$1.33M Buy
3,255
+23
+0.7% +$8.87K 0.4% 20
2023
Q1 		$1.22M Hold
3,232
– – 0.37% 24
2022
Q4 		$1.14M Buy
+3,232
New +$1.14M 0.39% 21

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cardinal Point Capital Management's VOO Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Vanguard S&P 500 ETF (VOO) stake by 5.5% in Q2 2026, buying an estimated $291K and bringing the position to 8,447 shares worth $5.8M. The position accounts for 0.33% of the portfolio, ranked #59.

Cardinal Point Capital Management first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cardinal Point Capital Management held 8,447 shares of Vanguard S&P 500 ETF worth $5.8M as of Q2 2026.
  • Cardinal Point Capital Management bought 437 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $291K.
  • Vanguard S&P 500 ETF made up 0.33% of Cardinal Point Capital Management's portfolio in Q2 2026, its #59 holding.
  • Cardinal Point Capital Management first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.