CoreCap Advisors
VOO icon

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

CoreCap 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 		$78M Buy
111,307
+930
+0.8% +$650K 2.24% 7
2026
Q2 		$75.8M Sell
110,377
-45,284
-29% -$30.2M 2.24% 7
2026
Q1 		$93M Buy
155,661
+30,202
+24% +$18.9M 3.17% 4
2025
Q4 		$78.7M Sell
125,459
-199
-0.2% -$124K 2.75% 4
2025
Q3 		$77M Sell
125,658
-4,961
-4% -$2.92M 2.8% 5
2025
Q2 		$74.2M Buy
130,619
+3,256
+3% +$1.71M 2.99% 4
2025
Q1 		$65.5M Buy
127,363
+1,302
+1% +$704K 2.88% 3
2024
Q4 		$67.9M Buy
126,061
+5,389
+4% +$2.92M 3.09% 3
2024
Q3 		$63.7M Buy
+120,672
New +$61.3M 3% 3
2024
Q2 		– Sell
-113,937
Closed -$54.8M – 2565
2024
Q1 		$54.8M Buy
113,937
+2,782
+3% +$1.27M 2.9% 5
2023
Q4 		$48.6M Sell
111,155
-3,860
-3% -$1.58M 3.13% 5
2023
Q3 		$45.2M Sell
115,015
-3,273
-3% -$1.34M 3.26% 4
2023
Q2 		$48.2M Buy
+118,288
New +$45.6M 3.43% 3
2022
Q4 		$42.8M Buy
121,803
+7,196
+6% +$2.54M 3.06% 4
2022
Q3 		$37.6M Sell
114,607
-3,026
-3% -$1.11M 3.16% 3
2022
Q2 		$40.8M Sell
117,633
-1,162
-1% -$438K 3.18% 3
2022
Q1 		$49.3M Sell
118,795
-5,670
-5% -$2.32M 3.41% 2
2021
Q4 		$54.3M Buy
+124,465
New +$52.5M 3.63% 2

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

CoreCap Advisors's VOO Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.84% in Q3 2026, buying an estimated $650K and bringing the position to 111,307 shares worth $78M. The position accounts for 2.24% of the portfolio, ranked #7.

CoreCap Advisors first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $93M in Q1 2026. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • CoreCap Advisors held 111,307 shares of Vanguard S&P 500 ETF worth $78M as of Q3 2026.
  • CoreCap Advisors bought 930 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $650K.
  • Vanguard S&P 500 ETF made up 2.24% of CoreCap Advisors's portfolio in Q3 2026, its #7 holding.
  • CoreCap Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Vanguard S&P 500 ETF position peaked at $93M in Q1 2026.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.