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

Fortis Capital 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 Q2	$6.95M	Buy	10,119 +363	+4%	+$242K	0.78%	21
2026 Q1	$5.83M	Buy	9,756 +1,092	+13%	+$683K	0.76%	25
2025 Q4	$5.43M	Buy	8,664 +248	+3%	+$154K	0.8%	24
2025 Q3	$5.15M	Buy	8,416 +168	+2%	+$99K	0.82%	25
2025 Q2	$4.69M	Sell	8,248 -365	-4%	-$192K	0.84%	23
2025 Q1	$4.43M	Buy	8,613 +5,850	+212%	+$3.16M	0.9%	18
2024 Q4	$1.43M	Sell	2,763 -1,086	-28%	-$588K	0.49%	41
2024 Q3	$2.03M	Buy	3,849 +2,752	+251%	+$1.4M	0.68%	24
2024 Q2	$549K	Buy	+1,097	New	+$528K	0.2%	95
2024 Q1	–	Sell	-7,085	Closed	-$3.09M	–	174
2023 Q4	$3.09M	Sell	7,085 -399	-5%	-$163K	1.65%	12
2023 Q3	$2.94M	Buy	7,484 +1,263	+20%	+$516K	1.88%	12
2023 Q2	$2.53M	Sell	6,221 -867	-12%	-$334K	1.49%	16
2023 Q1	$2.67M	Buy	7,088 +6,124	+635%	+$2.25M	1.43%	13
2022 Q4	$339K	Buy	+964	New	+$341K	0.2%	70

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Fortis Capital Advisors's VOO Position: Q2 2026 in Review

Fortis Capital Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q2 2026, buying an estimated $242K and bringing the position to 10,119 shares worth $6.95M. The position accounts for 0.78% of the portfolio, ranked #21.

Fortis Capital Advisors first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Fortis Capital Advisors held 10,119 shares of Vanguard S&P 500 ETF worth $6.95M as of Q2 2026.
Fortis Capital Advisors bought 363 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $242K.
Vanguard S&P 500 ETF made up 0.78% of Fortis Capital Advisors's portfolio in Q2 2026, its #21 holding.
Fortis Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.