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VOO icon

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

Optima 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 		$2.63M Buy
4,405
+69
+2% +$43.2K 1.22% 24
2025
Q4 		$2.71M Buy
4,336
+70
+2% +$43.5K 1.18% 24
2025
Q3 		$2.61M Buy
4,266
+2,490
+140% +$1.47M 1.27% 25
2025
Q2 		$1.01M Buy
1,776
+51
+3% +$26.8K 0.54% 55
2025
Q1 		$884K Sell
1,725
-86
-5% -$46.5K 0.56% 51
2024
Q4 		$973K Buy
+1,811
New +$981K 0.67% 45

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

Optima Capital's VOO Position: Q1 2026 in Review

Optima Capital increased its Vanguard S&P 500 ETF (VOO) stake by 1.6% in Q1 2026, buying an estimated $43.2K and bringing the position to 4,405 shares worth $2.63M. The position accounts for 1.22% of the portfolio, ranked #24.

Optima Capital first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.71M in Q4 2025. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Optima Capital held 4,405 shares of Vanguard S&P 500 ETF worth $2.63M as of Q1 2026.
  • Optima Capital bought 69 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $43.2K.
  • Vanguard S&P 500 ETF made up 1.22% of Optima Capital's portfolio in Q1 2026, its #24 holding.
  • Optima Capital first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 6 quarters since.
  • Optima Capital's Vanguard S&P 500 ETF position peaked at $2.71M in Q4 2025.
  • 3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.