CWC
VOO icon

Carolinas Wealth Consulting’s Vanguard S&P 500 ETF VOO Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-61,228
Closed -$31.5M – 931
2025
Q1 		$31.5M Buy
61,228
+726
+1% +$392K 6.77% 2
2024
Q4 		$32.6M Buy
60,502
+4,308
+8% +$2.33M 6.41% 2
2024
Q3 		$29.7M Sell
56,194
-60
-0.1% -$30.5K 5.4% 3
2024
Q2 		$28.2M Buy
56,254
+3,727
+7% +$1.79M 5.45% 3
2024
Q1 		$25.2M Buy
52,527
+2,133
+4% +$976K 4.98% 3
2023
Q4 		$22M Buy
50,394
+42
+0.1% +$17.2K 4.79% 3
2023
Q3 		$19.3M Sell
50,352
-9,767
-16% -$3.99M 4.82% 3
2023
Q2 		$24.6M Sell
60,119
-160
-0.3% -$61.7K 4.87% 3
2023
Q1 		$22.7M Sell
60,279
-5,309
-8% -$1.95M 4.82% 3
2022
Q4 		$23M Sell
65,588
-671
-1% -$237K 5.21% 3
2022
Q3 		$21.9M Buy
66,259
+5,281
+9% +$1.93M 5.53% 3
2022
Q2 		$21.2M Buy
60,978
+3,589
+6% +$1.35M 5.28% 3
2022
Q1 		$23.8M Buy
57,389
+1,118
+2% +$458K 5.27% 3
2021
Q4 		$24.6M Buy
56,271
+1,584
+3% +$669K 5.35% 3
2021
Q3 		$21.6M Buy
54,687
+1,669
+3% +$677K 5.04% 4
2021
Q2 		$20.9M Sell
53,018
-531
-1% -$204K 4.6% 4
2021
Q1 		$19.5M Sell
53,549
-296
-0.5% -$105K 4.75% 4
2020
Q4 		$18.5M Buy
53,845
+1,516
+3% +$494K 4.98% 4
2020
Q3 		$16.2M Sell
52,329
-294
-0.6% -$89.6K 5.44% 4
2020
Q2 		$15M Buy
52,623
+16,713
+47% +$4.5M 5.9% 4
2020
Q1 		$8.5M Buy
35,910
+29,751
+483% +$8.34M 4.6% 7
2019
Q4 		$1.82M Buy
+6,159
New +$1.74M 1.89% 14

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Carolinas Wealth Consulting's VOO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Vanguard S&P 500 ETF (VOO) in Q2 2025, closing a stake of 61,228 shares — an estimated $31.5M sold.

Carolinas Wealth Consulting first reported a position in VOO in Q4 2019 and held it in 22 quarters. The position peaked at $32.6M in Q4 2024. 3,389 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Vanguard S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 61,228 Vanguard S&P 500 ETF shares in Q2 2025, an estimated $31.5M.
  • Carolinas Wealth Consulting first reported a position in Vanguard S&P 500 ETF in Q4 2019 and held it in 22 quarters.
  • Carolinas Wealth Consulting's Vanguard S&P 500 ETF position peaked at $32.6M in Q4 2024.
  • 3,389 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.