Carr Financial Group
VOO icon

Carr Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Carr Financial Group’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
Q3 		$292K Buy
417
+28
+7% +$19.6K 0.07% 151
2026
Q2 		$267K Buy
389
+3
+0.8% +$2K 0.06% 159
2026
Q1 		$231K Buy
386
+6
+2% +$3.75K 0.06% 161
2025
Q4 		$238K Buy
380
+3
+0.8% +$1.86K 0.06% 161
2025
Q3 		$231K Hold
377
– – 0.06% 171
2025
Q2 		$214K Buy
+377
New +$198K 0.06% 181

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Natixis
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UBS Group
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Carr Financial Group's VOO Position: Q3 2026 in Review

Carr Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 7.2% in Q3 2026, buying an estimated $19.6K and bringing the position to 417 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #151.

Carr Financial Group first reported a position in VOO in Q2 2025 and has held it in 6 quarters since. 2,974 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Carr Financial Group held 417 shares of Vanguard S&P 500 ETF worth $292K as of Q3 2026.
  • Carr Financial Group bought 28 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $19.6K.
  • Vanguard S&P 500 ETF made up 0.07% of Carr Financial Group's portfolio in Q3 2026, its #151 holding.
  • Carr Financial Group first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 6 quarters since.
  • 2,974 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Carr Financial Group's 13F filing for Q3 2026, filed 10 Nov 2026.