U.S. Capital Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

U.S. Capital Wealth 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 Q1	$17M	Sell	28,512 -733	-3%	-$458K	0.43%	49
2025 Q4	$18.3M	Buy	29,245 +1,333	+5%	+$828K	0.48%	41
2025 Q3	$17.1M	Buy	27,912 +4,814	+21%	+$2.84M	0.46%	45
2025 Q2	$13.1M	Sell	23,098 -1,781	-7%	-$936K	0.38%	58
2025 Q1	$12.8M	Sell	24,879 -4,475	-15%	-$2.42M	0.39%	58
2024 Q4	$15.8M	Buy	29,354 +1,647	+6%	+$892K	0.49%	41
2024 Q3	$14.6M	Sell	27,707 -409	-1%	-$208K	0.52%	47
2024 Q2	$14.1M	Buy	28,116 +1,506	+6%	+$725K	0.53%	41
2024 Q1	$12.8M	Buy	26,610 +1,660	+7%	+$760K	0.49%	43
2023 Q4	$10.9M	Buy	24,950 +461	+2%	+$189K	0.43%	52
2023 Q3	$9.62M	Buy	24,489 +86	+0.4%	+$35.2K	0.43%	49
2023 Q2	$9.94M	Buy	24,403 +12,935	+113%	+$4.99M	0.47%	44
2023 Q1	$4.31M	Sell	11,468 -1,144	-9%	-$420K	0.2%	112
2022 Q4	$4.43M	Buy	12,612 +6,316	+100%	+$2.23M	0.21%	110
2022 Q3	$2.07M	Sell	6,296 -194	-3%	-$70.9K	0.1%	181
2022 Q2	$2.25M	Buy	6,490 +1,421	+28%	+$535K	0.1%	196
2022 Q1	$2.1M	Sell	5,069 -1,143	-18%	-$468K	0.08%	234
2021 Q4	$2.71M	Sell	6,212 -79	-1%	-$33.3K	0.11%	205
2021 Q3	$2.48M	Buy	+6,291	New	+$2.55M	0.11%	212

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

U.S. Capital Wealth Advisors's VOO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 2.5% in Q1 2026, selling an estimated $458K and leaving 28,512 shares worth $17M. The position accounts for 0.43% of the portfolio, ranked #49.

U.S. Capital Wealth Advisors first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.3M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

U.S. Capital Wealth Advisors held 28,512 shares of Vanguard S&P 500 ETF worth $17M as of Q1 2026.
U.S. Capital Wealth Advisors sold 733 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $458K.
Vanguard S&P 500 ETF made up 0.43% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #49 holding.
U.S. Capital Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vanguard S&P 500 ETF position peaked at $18.3M in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.