New England Capital Financial Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

New England Capital Financial 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	$10.3K	Buy	15 +14	+1,400%	+$9.33K	﹤0.01%	267
2026 Q1	$598	Hold	1	–	–	﹤0.01%	389
2025 Q4	$628	Sell	1 -89	-99%	-$55.3K	﹤0.01%	383
2025 Q3	$55.1K	Buy	90 +89	+8,900%	+$52.5K	0.02%	123
2025 Q2	$569	Buy	+1	New	+$526	﹤0.01%	381
2024 Q2	–	Sell	-8	Closed	-$4K	–	413
2024 Q1	$4K	Buy	+8	New	+$3.66K	﹤0.01%	279

Other funds holding VOO

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

New England Capital Financial Advisors's VOO Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 1,400% in Q2 2026, buying an estimated $9.33K and bringing the position to 15 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

New England Capital Financial Advisors first reported a position in VOO in Q1 2024 and has held it in 6 quarters since. The position peaked at $55.1K in Q3 2025. 1,870 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

New England Capital Financial Advisors held 15 shares of Vanguard S&P 500 ETF worth $10.3K as of Q2 2026.
New England Capital Financial Advisors bought 14 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $9.33K.
Vanguard S&P 500 ETF made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #267 holding.
New England Capital Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 6 quarters since.
New England Capital Financial Advisors's Vanguard S&P 500 ETF position peaked at $55.1K in Q3 2025.
1,870 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.