Colonial Trust Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Colonial Trust Advisors’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	$1.48M	Buy	2,154 +44	+2%	+$29.3K	0.1%	107
2026 Q1	$1.26M	Hold	2,110	–	–	0.1%	110
2025 Q4	$1.32M	Buy	2,110 +25	+1%	+$15.5K	0.1%	109
2025 Q3	$1.28M	Sell	2,085 -73	-3%	-$43K	0.1%	110
2025 Q2	$1.23M	Hold	2,158	–	–	0.1%	110
2025 Q1	$1.11M	Buy	2,158 +41	+2%	+$22.2K	0.1%	116
2024 Q4	$1.14M	Sell	2,117 -60	-3%	-$32.5K	0.1%	113
2024 Q3	$1.15M	Buy	+2,177	New	+$1.11M	0.1%	113
2024 Q1	–	Sell	-29	Closed	-$12.8K	–	1085
2023 Q4	$12.8K	Buy	+29	New	+$11.9K	﹤0.01%	472
2023 Q2	–	Sell	-1,000	Closed	-$376K	–	931
2023 Q1	$376K	Hold	1,000	–	–	0.04%	160
2022 Q4	$351K	Sell	1,000 -1,389	-58%	-$491K	0.04%	158
2022 Q3	$784K	Hold	2,389	–	–	0.11%	115
2022 Q2	$829K	Hold	2,389	–	–	0.12%	105
2022 Q1	$992K	Buy	2,389 +363	+18%	+$149K	0.12%	105
2021 Q4	$884K	Buy	+2,026	New	+$855K	0.1%	113

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

Colonial Trust Advisors's VOO Position: Q2 2026 in Review

Colonial Trust Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q2 2026, buying an estimated $29.3K and bringing the position to 2,154 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #107.

Colonial Trust Advisors first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. 4,003 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Colonial Trust Advisors held 2,154 shares of Vanguard S&P 500 ETF worth $1.48M as of Q2 2026.
Colonial Trust Advisors bought 44 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $29.3K.
Vanguard S&P 500 ETF made up 0.1% of Colonial Trust Advisors's portfolio in Q2 2026, its #107 holding.
Colonial Trust Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
4,003 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.