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VSM Wealth Advisory’s Capital One COF Stock Holding History

VSM Wealth Advisory’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.5K Hold
112
– – 0.01% 295
2026
Q1 		$20.4K Hold
112
– – 0.01% 291
2025
Q4 		$77.3K Buy
+112
New +$24.9K 0.02% 161
2025
Q3 		– Sell
-519
Closed -$110K – 456
2025
Q2 		$110K Buy
+519
New +$96.8K 0.04% 129

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

VSM Wealth Advisory's COF Position: Q2 2026 in Review

VSM Wealth Advisory held its Capital One (COF) position steady in Q2 2026 at 112 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #295.

VSM Wealth Advisory first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $110K in Q2 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • VSM Wealth Advisory held 112 shares of Capital One worth $22.5K as of Q2 2026.
  • VSM Wealth Advisory left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #295 holding.
  • VSM Wealth Advisory first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • VSM Wealth Advisory's Capital One position peaked at $110K in Q2 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.