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Money Concepts Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Money Concepts Capital’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
Q1 		$61.1M Buy
102,303
+4,778
+5% +$2.99M 3.38% 4
2025
Q4 		$61.2M Buy
97,525
+17,685
+22% +$11M 3.43% 6
2025
Q3 		$48.9M Buy
79,840
+2,442
+3% +$1.44M 3.02% 6
2025
Q2 		$44M Buy
77,398
+5,164
+7% +$2.71M 2.94% 6
2025
Q1 		$37.1M Buy
72,234
+3,443
+5% +$1.86M 2.78% 6
2024
Q4 		$37.1M Buy
68,791
+169
+0.2% +$91.5K 2.76% 6
2024
Q3 		$36.2M Sell
68,622
-513
-0.7% -$261K 2.75% 6
2024
Q2 		$34.6M Buy
69,135
+1,412
+2% +$679K 2.9% 3
2024
Q1 		$32.6M Buy
67,723
+2,805
+4% +$1.28M 3% 1
2023
Q4 		$28.4M Sell
64,918
-1,977
-3% -$809K 2.63% 2
2023
Q3 		$26.3M Buy
66,895
+4,438
+7% +$1.81M 2.76% 1
2023
Q2 		$25.4M Sell
62,457
-618,228
-91% -$239M 2.59% 1
2023
Q1 		$9.33M Buy
680,685
+594,068
+686% +$218M 0.52% 55
2022
Q4 		$30.4M Buy
86,617
+26,145
+43% +$9.24M 1.36% 17
2022
Q3 		$19.9M Buy
60,472
+2,659
+5% +$971K 1.17% 27
2022
Q2 		$20.3M Sell
57,813
-23,808
-29% -$8.97M 1.8% 7
2022
Q1 		$33.9M Buy
81,621
+25,049
+44% +$10.3M 1.91% 5
2021
Q4 		$24.7M Buy
+56,572
New +$23.9M 2.09% 3
2021
Q1 		$17.8M Buy
48,828
+1,965
+4% +$697K 1.42% 12
2020
Q4 		$16.1M Buy
+46,863
New +$15.3M 1.49% 10

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Money Concepts Capital's VOO Position: Q1 2026 in Review

Money Concepts Capital increased its Vanguard S&P 500 ETF (VOO) stake by 4.9% in Q1 2026, buying an estimated $2.99M and bringing the position to 102,303 shares worth $61.1M. The position accounts for 3.38% of the portfolio, ranked #4.

Money Concepts Capital first reported a position in VOO in Q4 2020 and has held it in 20 quarters since. The position peaked at $61.2M in Q4 2025. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Money Concepts Capital held 102,303 shares of Vanguard S&P 500 ETF worth $61.1M as of Q1 2026.
  • Money Concepts Capital bought 4,778 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $2.99M.
  • Vanguard S&P 500 ETF made up 3.38% of Money Concepts Capital's portfolio in Q1 2026, its #4 holding.
  • Money Concepts Capital first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Vanguard S&P 500 ETF position peaked at $61.2M in Q4 2025.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.