Carolina Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Carolina Wealth Advisors’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	–	Sell	-513	Closed	-$307K	–	296
2026 Q1	$307K	Sell	513 -1	-0.2%	-$625	0.13%	76
2025 Q4	$322K	Sell	514 -27	-5%	-$16.8K	0.14%	70
2025 Q3	$331K	Buy	541 +28	+5%	+$16.5K	0.14%	56
2025 Q2	$291K	Hold	513	–	–	0.14%	56
2025 Q1	$264K	Buy	+513	New	+$277K	0.14%	60
2023 Q2	–	Sell	-8	Closed	-$3.01K	–	296
2023 Q1	$3.01K	Buy	+8	New	+$2.93K	﹤0.01%	204
2022 Q3	–	Sell	-2	Closed	-$1K	–	280
2022 Q2	$1K	Sell	2 -5	-71%	-$1.88K	﹤0.01%	256
2022 Q1	$3K	Hold	7	–	–	﹤0.01%	242
2021 Q4	$3K	Hold	7	–	–	﹤0.01%	244
2021 Q3	$3K	Hold	7	–	–	﹤0.01%	236
2021 Q2	$3K	Buy	7 +2	+40%	+$768	﹤0.01%	255
2021 Q1	$2K	Hold	5	–	–	﹤0.01%	284
2020 Q4	$2K	Sell	5 -84	-94%	-$27.4K	﹤0.01%	222
2020 Q3	$27K	Hold	89	–	–	0.02%	86
2020 Q2	$25K	Hold	89	–	–	0.02%	78
2020 Q1	$21K	Sell	89 -135	-60%	-$37.8K	0.02%	76
2019 Q4	$66K	Buy	+224	New	+$63.4K	0.06%	62

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Carolina Wealth Advisors's VOO Position: Q2 2026 in Review

Carolina Wealth Advisors sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 513 shares — an estimated $307K sold.

Carolina Wealth Advisors first reported a position in VOO in Q4 2019 and held it in 17 quarters. The position peaked at $331K in Q3 2025. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Carolina Wealth Advisors reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 513 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $307K.
Carolina Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 17 quarters.
Carolina Wealth Advisors's Vanguard S&P 500 ETF position peaked at $331K in Q3 2025.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.