STALEY CAPITAL ADVISERS’s Vanguard S&P 500 ETF VOO Stock Holding History

STALEY CAPITAL ADVISERS’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	$9.74M	Buy	16,295 +193	+1%	+$121K	0.41%	45
2025 Q4	$10.1M	Buy	16,102 +41	+0.3%	+$25.5K	0.42%	42
2025 Q3	$9.84M	Sell	16,061 -83	-0.5%	-$48.9K	0.4%	43
2025 Q2	$9.17M	Buy	16,144 +3,175	+24%	+$1.67M	0.39%	47
2025 Q1	$6.66M	Buy	12,969 +7,317	+129%	+$3.96M	0.3%	52
2024 Q4	$3.05M	Buy	5,652 +1,038	+22%	+$562K	0.14%	64
2024 Q3	$2.43M	Buy	4,614 +96	+2%	+$48.8K	0.11%	72
2024 Q2	$2.26M	Hold	4,518	–	–	0.1%	71
2024 Q1	$2.17M	Sell	4,518 -25	-0.6%	-$11.4K	0.1%	71
2023 Q4	$1.98M	Hold	4,543	–	–	0.1%	73
2023 Q3	$1.78M	Sell	4,543 -46	-1%	-$18.8K	0.1%	75
2023 Q2	$1.87M	Buy	4,589 +25	+0.5%	+$9.64K	0.1%	77
2023 Q1	$1.72M	Buy	+4,564	New	+$1.67M	0.1%	78

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

STALEY CAPITAL ADVISERS's VOO Position: Q1 2026 in Review

STALEY CAPITAL ADVISERS increased its Vanguard S&P 500 ETF (VOO) stake by 1.2% in Q1 2026, buying an estimated $121K and bringing the position to 16,295 shares worth $9.74M. The position accounts for 0.41% of the portfolio, ranked #45.

STALEY CAPITAL ADVISERS first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

STALEY CAPITAL ADVISERS held 16,295 shares of Vanguard S&P 500 ETF worth $9.74M as of Q1 2026.
STALEY CAPITAL ADVISERS bought 193 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $121K.
Vanguard S&P 500 ETF made up 0.41% of STALEY CAPITAL ADVISERS's portfolio in Q1 2026, its #45 holding.
STALEY CAPITAL ADVISERS first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
STALEY CAPITAL ADVISERS's Vanguard S&P 500 ETF position peaked at $10.1M in Q4 2025.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q1 2026, filed 29 Apr 2026.