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CarsonAllaria Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

CarsonAllaria Wealth Management’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 		– Sell
-367
Closed -$230K – 71
2025
Q4 		$230K Buy
+367
New +$228K 0.11% 60
2025
Q3 		– Sell
-174
Closed -$99K – 326
2025
Q2 		$99K Buy
174
+24
+16% +$12.6K 0.05% 106
2025
Q1 		$77.5K Hold
150
– – 0.04% 115
2024
Q4 		$81.1K Buy
150
+1
+0.7% +$542 0.05% 112
2024
Q3 		$79K Hold
149
– – 0.05% 112
2024
Q2 		$74.6K Hold
149
– – 0.05% 111
2024
Q1 		$71.7K Buy
149
+1
+0.7% +$458 0.05% 120
2023
Q4 		$65K Buy
148
+48
+48% +$19.7K 0.05% 110
2023
Q3 		$39.4K Hold
100
– – 0.03% 123
2023
Q2 		$40.9K Hold
100
– – 0.03% 120
2023
Q1 		$37.7K Sell
100
-211
-68% -$77.4K 0.03% 121
2022
Q4 		$109K Buy
311
+211
+211% +$74.5K 0.1% 83
2022
Q3 		$33K Hold
100
– – 0.03% 120
2022
Q2 		$35K Hold
100
– – 0.03% 123
2022
Q1 		$42K Hold
100
– – 0.04% 116
2021
Q4 		$44K Buy
+100
New +$42.2K 0.04% 125

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

CarsonAllaria Wealth Management's VOO Position: Q1 2026 in Review

CarsonAllaria Wealth Management sold out of Vanguard S&P 500 ETF (VOO) in Q1 2026, closing a stake of 367 shares — an estimated $230K sold.

CarsonAllaria Wealth Management first reported a position in VOO in Q4 2021 and held it in 16 quarters. The position peaked at $230K in Q4 2025. 3,867 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • CarsonAllaria Wealth Management reported no remaining Vanguard S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 367 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $230K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 16 quarters.
  • CarsonAllaria Wealth Management's Vanguard S&P 500 ETF position peaked at $230K in Q4 2025.
  • 3,867 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.