Cary Street Partners Investment Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Cary Street Partners Investment 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	$774K	Buy	1,127 +3	+0.3%	+$2K	0.16%	142
2026 Q1	$672K	Buy	1,124 +84	+8%	+$52.5K	0.17%	135
2025 Q4	$652K	Buy	1,040 +8	+0.8%	+$4.97K	0.18%	132
2025 Q3	$632K	Buy	1,032 +702	+213%	+$414K	0.26%	82
2025 Q2	$187K	Sell	330 -1	-0.3%	-$526	0.09%	259
2025 Q1	$170K	Buy	331 +228	+221%	+$123K	0.1%	239
2024 Q4	$55.5K	Sell	103 -32,193	-100%	-$17.4M	0.04%	311
2024 Q3	$17M	Buy	32,296 +251	+0.8%	+$128K	0.63%	38
2024 Q2	$16M	Buy	32,045 +1,937	+6%	+$932K	0.65%	34
2024 Q1	$14.5M	Buy	30,108 +11,599	+63%	+$5.31M	0.61%	38
2023 Q4	$8.08M	Buy	18,509 +2,565	+16%	+$1.05M	0.38%	69
2023 Q3	$6.26M	Buy	15,944 +888	+6%	+$363K	0.34%	76
2023 Q2	$6.13M	Buy	15,056 +612	+4%	+$236K	0.39%	63
2023 Q1	$5.43M	Buy	14,444 +250	+2%	+$91.7K	0.39%	71
2022 Q4	$4.99M	Buy	14,194 +1,497	+12%	+$529K	0.37%	74
2022 Q3	$4.17M	Buy	12,697 +520	+4%	+$190K	0.34%	77
2022 Q2	$4.22M	Buy	12,177 +3,708	+44%	+$1.4M	0.36%	78
2022 Q1	$3.52M	Buy	8,469 +5,736	+210%	+$2.35M	0.97%	26
2021 Q4	$1.19M	Buy	2,733 +7	+0.3%	+$2.96K	0.33%	91
2021 Q3	$1.07M	Buy	2,726 +134	+5%	+$54.4K	0.35%	81
2021 Q2	$1.02M	Sell	2,592 -61	-2%	-$23.4K	0.33%	82
2021 Q1	$967K	Sell	2,653 -5,345	-67%	-$1.9M	0.4%	66
2020 Q4	$2.75M	Buy	7,998 +2,116	+36%	+$690K	0.53%	39
2020 Q3	$1.81M	Buy	5,882 +4,811	+449%	+$1.47M	0.38%	76
2020 Q2	$303K	Buy	+1,071	New	+$288K	0.43%	71
2020 Q1	–	Sell	-1,127	Closed	-$333K	–	131
2019 Q4	$333K	Buy	+1,127	New	+$319K	0.36%	74
2018 Q4	$368K	Buy	+1,603	New	+$397K	0.36%	52

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cary Street Partners Investment Advisory's VOO Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Vanguard S&P 500 ETF (VOO) stake by 0.27% in Q2 2026, buying an estimated $2K and bringing the position to 1,127 shares worth $774K. The position accounts for 0.16% of the portfolio, ranked #142.

Cary Street Partners Investment Advisory first reported a position in VOO in Q4 2018 and has held it in 27 quarters since. The position peaked at $17M in Q3 2024. 3,162 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cary Street Partners Investment Advisory held 1,127 shares of Vanguard S&P 500 ETF worth $774K as of Q2 2026.
Cary Street Partners Investment Advisory bought 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
Vanguard S&P 500 ETF made up 0.16% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #142 holding.
Cary Street Partners Investment Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 27 quarters since.
Cary Street Partners Investment Advisory's Vanguard S&P 500 ETF position peaked at $17M in Q3 2024.
3,162 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.