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

Carter 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
Q1 		$1.15M Sell
1,928
-47
-2% -$29.4K 0.71% 35
2025
Q4 		$1.24M Buy
1,975
+2
+0.1% +$1.24K 0.73% 30
2025
Q3 		$1.21M Buy
1,973
+348
+21% +$205K 0.73% 31
2025
Q2 		$923K Buy
+1,625
New +$854K 0.6% 37
2022
Q1 		$249K Buy
+600
New +$246K 0.33% 44

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Carter Financial Group's VOO Position: Q1 2026 in Review

Carter Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q1 2026, selling an estimated $29.4K and leaving 1,928 shares worth $1.15M. The position accounts for 0.71% of the portfolio, ranked #35.

Carter Financial Group first reported a position in VOO in Q1 2022 and has held it in 5 quarters since. The position peaked at $1.24M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Carter Financial Group held 1,928 shares of Vanguard S&P 500 ETF worth $1.15M as of Q1 2026.
  • Carter Financial Group sold 47 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $29.4K.
  • Vanguard S&P 500 ETF made up 0.71% of Carter Financial Group's portfolio in Q1 2026, its #35 holding.
  • Carter Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 5 quarters since.
  • Carter Financial Group's Vanguard S&P 500 ETF position peaked at $1.24M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Carter Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.