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Carl Stuart Investment Advisor’s Vanguard S&P 500 ETF VOO Stock Holding History

Carl Stuart Investment Advisor’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 		$28M Sell
40,771
-250
-0.6% -$167K 11.26% 4
2026
Q1 		$24.5M Sell
41,021
-225
-0.5% -$141K 10.71% 4
2025
Q4 		$25.9M Sell
41,246
-129
-0.3% -$80.2K 23.34% 3
2025
Q3 		$25.3M Sell
41,375
-99
-0.2% -$58.4K 23.8% 3
2025
Q2 		$23.6M Sell
41,474
-429
-1% -$225K 12.06% 4
2025
Q1 		$21.5M Sell
41,903
-164
-0.4% -$88.7K 12.16% 3
2024
Q4 		$22.7M Sell
42,067
-1,680
-4% -$910K 12.1% 3
2024
Q3 		$23.1M Sell
43,747
-3,033
-6% -$1.54M 12.98% 3
2024
Q2 		$23.4M Sell
46,780
-1,119
-2% -$538K 14.63% 3
2024
Q1 		$23M Sell
47,899
-4,908
-9% -$2.25M 14.93% 3
2023
Q4 		$23.1M Sell
52,807
-766
-1% -$314K 15.53% 3
2023
Q3 		$21M Sell
53,573
-206
-0.4% -$84.2K 16.93% 3
2023
Q2 		$21.9M Sell
53,779
-622
-1% -$240K 16.81% 3
2023
Q1 		$298K Sell
54,401
-3,830
-7% -$1.4M 0.29% 23
2022
Q4 		$20.5M Buy
58,231
+884
+2% +$312K 18.91% 2
2022
Q3 		$19.9M Buy
57,347
+18
+0% +$6.57K 17.61% 3
2022
Q2 		$20.5M Sell
57,329
-489
-0.8% -$184K 17.83% 3
2022
Q1 		$24M Sell
57,818
-547
-0.9% -$224K 17.45% 3
2021
Q4 		$25.5M Buy
+58,365
New +$24.6M 18.5% 2

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Carl Stuart Investment Advisor's VOO Position: Q2 2026 in Review

Carl Stuart Investment Advisor reduced its Vanguard S&P 500 ETF (VOO) stake by 0.61% in Q2 2026, selling an estimated $167K and leaving 40,771 shares worth $28M. The position accounts for 11.26% of the portfolio, ranked #4.

Carl Stuart Investment Advisor first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Carl Stuart Investment Advisor held 40,771 shares of Vanguard S&P 500 ETF worth $28M as of Q2 2026.
  • Carl Stuart Investment Advisor sold 250 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $167K.
  • Vanguard S&P 500 ETF made up 11.26% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #4 holding.
  • Carl Stuart Investment Advisor first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.