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

Private Capital 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	$367K	Hold	535	–	–	0.03%	56
2026 Q1	$320K	Hold	535	–	–	0.04%	58
2025 Q4	$336K	Hold	535	–	–	0.03%	61
2025 Q3	$328K	Hold	535	–	–	0.04%	67
2025 Q2	$304K	Hold	535	–	–	0.04%	68
2025 Q1	$275K	Hold	535	–	–	0.03%	62
2024 Q4	$288K	Hold	535	–	–	0.03%	59
2024 Q3	$282K	Hold	535	–	–	0.03%	64
2024 Q2	$268K	Hold	535	–	–	0.03%	69
2024 Q1	$257K	Hold	535	–	–	0.03%	72
2023 Q4	$234K	Hold	535	–	–	0.04%	71
2023 Q3	$206K	Hold	535	–	–	0.03%	83
2023 Q2	$218K	Hold	535	–	–	0.04%	73
2023 Q1	$201K	Buy	+535	New	+$196K	0.04%	79

Other funds holding VOO

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

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

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Private Capital Advisors's VOO Position: Q2 2026 in Review

Private Capital Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 535 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #56.

Private Capital Advisors first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 1,442 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Private Capital Advisors held 535 shares of Vanguard S&P 500 ETF worth $367K as of Q2 2026.
Private Capital Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.03% of Private Capital Advisors's portfolio in Q2 2026, its #56 holding.
Private Capital Advisors first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
1,442 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Private Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.