Carmel Capital Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Carmel Capital Partners’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	$957K	Hold	1,394	–	–	0.32%	62
2026 Q1	$833K	Sell	1,394 -180	-11%	-$113K	0.3%	72
2025 Q4	$987K	Buy	1,574 +33	+2%	+$20.5K	0.35%	65
2025 Q3	$943K	Sell	1,541 -175	-10%	-$103K	0.4%	59
2025 Q2	$975K	Buy	1,716 +1,298	+311%	+$682K	0.34%	65
2025 Q1	$215K	Buy	+418	New	+$226K	0.08%	140
2023 Q4	–	Sell	-235	Closed	-$92.3K	–	682
2023 Q3	$92.3K	Hold	235	–	–	0.04%	203
2023 Q2	$95.7K	Hold	235	–	–	0.05%	166
2023 Q1	$88.4K	Buy	+235	New	+$86.2K	0.05%	202

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

ELFC

E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Carmel Capital Partners's VOO Position: Q2 2026 in Review

Carmel Capital Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,394 shares worth $957K. The position accounts for 0.32% of the portfolio, ranked #62.

Carmel Capital Partners first reported a position in VOO in Q1 2023 and has held it in 9 quarters since. The position peaked at $987K in Q4 2025. 2,301 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Carmel Capital Partners held 1,394 shares of Vanguard S&P 500 ETF worth $957K as of Q2 2026.
Carmel Capital Partners left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.32% of Carmel Capital Partners's portfolio in Q2 2026, its #62 holding.
Carmel Capital Partners first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 9 quarters since.
Carmel Capital Partners's Vanguard S&P 500 ETF position peaked at $987K in Q4 2025.
2,301 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.