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Capstone Wealth Management Group, Inc.’s Vanguard S&P 500 ETF VOO Stock Holding History

Capstone Wealth Management Group, Inc.’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 		$1.58M Buy
+2,306
New +$1.54M 0.95% 30

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Capstone Wealth Management Group, Inc.'s VOO Position: Q2 2026 in Review

Capstone Wealth Management Group, Inc. opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 2,306 shares worth $1.58M. The stake represents 0.95% of the portfolio and ranks #30 among its holdings.

1,758 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Capstone Wealth Management Group, Inc. held 2,306 shares of Vanguard S&P 500 ETF worth $1.58M as of Q2 2026.
  • Vanguard S&P 500 ETF was a new Capstone Wealth Management Group, Inc. position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.95% of Capstone Wealth Management Group, Inc.'s portfolio in Q2 2026, its #30 holding.
  • 1,758 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Capstone Wealth Management Group, Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.