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Showing 8 of 29 quarters

Position history for Aptus Capital Advisors, LLCAptus Capital Advisors, LLC's holdings in VANGUARD S&P 500 ETF

Aptus Capital Advisors, LLC holds 156,472 shares of VOO (VANGUARD S&P 500 ETF), worth $107.5M as of 2026-Q2. The position was increased (+5.3% shares). VOO represents 0.7% of Aptus Capital Advisors, LLC's portfolio.

Current Value

$107.5M

Current Shares

156,472

Total Value Change

+$85M

Total Shares Change

+113,963

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
156,472
+5.3%
$107.5M0.7%$686.81
45
2026-Q1
Increased
148,562
+3.8%
$88.8M0.7%$595.81
44
2025-Q4
Increased
143,165
+11.2%
$89.8M0.6%$623.34
47
2025-Q3
Increased
128,797
+6.3%
$78.9M0.6%$606.96
45
2025-Q2
Increased
121,176
+12.7%
$68.8M0.6%$561.40
47
2025-Q1
Increased
107,535
+12.3%
$55.3M0.6%$506.35
46
2024-Q4
Increased
95,789
+125.3%
$51.6M0.5%$529.05
67
2024-Q3
Increased
42,509
+108.6%
$22.4M0.3%$516.46
55

Other major holders of VOO: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Vanguard Global Advisers, LLC, VANGUARD GROUP INC

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