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 Q2	$1.4M	Buy	2,043 +539	+36%	+$359K	0.64%	33
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

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

Carson Advisory's VOO Position: Q2 2026 in Review

Carson Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 36% in Q2 2026, buying an estimated $359K and bringing the position to 2,043 shares worth $1.4M. The position accounts for 0.64% of the portfolio, ranked #33.

Carson Advisory first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Carson Advisory held 2,043 shares of Vanguard S&P 500 ETF worth $1.4M as of Q2 2026.
Carson Advisory bought 539 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $359K.
Vanguard S&P 500 ETF made up 0.64% of Carson Advisory's portfolio in Q2 2026, its #33 holding.
Carson Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.