DLCIG
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D.L. Carlson Investment Group’s Vanguard S&P 500 ETF VOO Stock Holding History

D.L. Carlson Investment 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
2022
Q2 		– Sell
-497
Closed -$206K – 151
2022
Q1 		$206K Hold
497
– – 0.03% 139
2021
Q4 		$217K Buy
+497
New +$210K 0.03% 133

Other funds holding VOO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

D.L. Carlson Investment Group's VOO Position: Q2 2022 in Review

D.L. Carlson Investment Group sold out of Vanguard S&P 500 ETF (VOO) in Q2 2022, closing a stake of 497 shares — an estimated $206K sold.

D.L. Carlson Investment Group first reported a position in VOO in Q4 2021 and held it in 2 quarters. The position peaked at $217K in Q4 2021. 2,084 funds tracked by Wall St. Rank hold VOO as of Q2 2022.

  • D.L. Carlson Investment Group reported no remaining Vanguard S&P 500 ETF position as of Q2 2022 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 497 Vanguard S&P 500 ETF shares in Q2 2022, an estimated $206K.
  • D.L. Carlson Investment Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and held it in 2 quarters.
  • D.L. Carlson Investment Group's Vanguard S&P 500 ETF position peaked at $217K in Q4 2021.
  • 2,084 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2022.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2022, filed 10 Aug 2022.