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

Mountain Capital Investment 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 		$1.05M Buy
1,533
+76
+5% +$50.7K 0.15% 22
2026
Q1 		$958K Buy
1,457
+369
+34% +$231K 0.14% 23
2025
Q4 		$693K Sell
1,088
-88
-7% -$54.7K 0.11% 27
2025
Q3 		$723K Buy
1,176
+70
+6% +$41.3K 0.13% 26
2025
Q2 		$628K Sell
1,106
-149
-12% -$78.3K 0.12% 23
2025
Q1 		$631K Sell
1,255
-94,244
-99% -$50.9M 0.14% 23
2024
Q4 		$52.5M Buy
95,499
+65,941
+223% +$35.7M 10.86% 3
2024
Q3 		$16.2M Buy
29,558
+20,114
+213% +$10.2M 3.56% 7
2024
Q2 		$4.87M Buy
9,444
+9,002
+2,037% +$4.33M 1.21% 11
2024
Q1 		$211K Sell
442
-123
-22% -$56.3K 0.06% 44
2023
Q4 		$247K Sell
565
-66
-10% -$27K 0.08% 54
2023
Q3 		$256K Sell
631
-200
-24% -$81.8K 0.1% 48
2023
Q2 		$347K Buy
831
+95
+13% +$36.6K 0.13% 56
2023
Q1 		$280K Buy
736
+141
+24% +$51.7K 0.12% 58
2022
Q4 		$214K Buy
+595
New +$210K 0.1% 70

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Mountain Capital Investment Advisors's VOO Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 5.2% in Q2 2026, buying an estimated $50.7K and bringing the position to 1,533 shares worth $1.05M. The position accounts for 0.15% of the portfolio, ranked #22.

Mountain Capital Investment Advisors first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. The position peaked at $52.5M in Q4 2024. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Mountain Capital Investment Advisors held 1,533 shares of Vanguard S&P 500 ETF worth $1.05M as of Q2 2026.
  • Mountain Capital Investment Advisors bought 76 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $50.7K.
  • Vanguard S&P 500 ETF made up 0.15% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #22 holding.
  • Mountain Capital Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • Mountain Capital Investment Advisors's Vanguard S&P 500 ETF position peaked at $52.5M in Q4 2024.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.