Carson Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Carson Advisory’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	$899K	Buy	1,504 +137	+10%	+$85.7K	0.47%	52
2025 Q4	$857K	Buy	1,367 +285	+26%	+$177K	0.45%	56
2025 Q3	$662K	Buy	1,082 +39	+4%	+$23K	0.36%	66
2025 Q2	$592K	Buy	1,043 +96	+10%	+$50.5K	0.38%	67
2025 Q1	$487K	Buy	947 +72	+8%	+$38.9K	0.33%	74
2024 Q4	$472K	Buy	875 +87	+11%	+$47.1K	0.33%	72
2024 Q3	$416K	Buy	788 +374	+90%	+$190K	0.26%	95
2024 Q2	$207K	Sell	414 -54	-12%	-$26K	0.15%	152
2024 Q1	$225K	Sell	468 -22	-4%	-$10.1K	0.16%	153
2023 Q4	$214K	Buy	+490	New	+$201K	0.17%	142

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Carson Advisory's VOO Position: Q1 2026 in Review

Carson Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 10% in Q1 2026, buying an estimated $85.7K and bringing the position to 1,504 shares worth $899K. The position accounts for 0.47% of the portfolio, ranked #52.

Carson Advisory first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Carson Advisory held 1,504 shares of Vanguard S&P 500 ETF worth $899K as of Q1 2026.
Carson Advisory bought 137 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $85.7K.
Vanguard S&P 500 ETF made up 0.47% of Carson Advisory's portfolio in Q1 2026, its #52 holding.
Carson Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.