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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
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 		$240M 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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Carl Stuart Investment Advisor's VOO Position: Q1 2026 in Review

Carl Stuart Investment Advisor reduced its Vanguard S&P 500 ETF (VOO) stake by 0.55% in Q1 2026, selling an estimated $141K and leaving 41,021 shares worth $24.5M. The position accounts for 10.71% of the portfolio, ranked #4.

Carl Stuart Investment Advisor first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $240M in Q1 2022. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Carl Stuart Investment Advisor held 41,021 shares of Vanguard S&P 500 ETF worth $24.5M as of Q1 2026.
  • Carl Stuart Investment Advisor sold 225 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $141K.
  • Vanguard S&P 500 ETF made up 10.71% of Carl Stuart Investment Advisor's portfolio in Q1 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 18 quarters since.
  • Carl Stuart Investment Advisor's Vanguard S&P 500 ETF position peaked at $240M in Q1 2022.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.