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Laurel Wealth Advisors (North Carolina)’s Vanguard S&P 500 ETF VOO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$2.98M Buy
4,339
+3
+0.1% +$2K 0.29% 63
2026
Q1 		$2.94M Buy
4,336
+140
+3% +$87.6K 0.29% 67
2025
Q4 		$2.63M Buy
4,196
+95
+2% +$59K 0.35% 66
2025
Q3 		$2.51M Buy
4,101
+27
+0.7% +$15.9K 0.35% 70
2025
Q2 		$2.31M Buy
4,074
+165
+4% +$86.7K 0.35% 73
2025
Q1 		$2.01M Buy
3,909
+123
+3% +$66.5K 0.31% 76
2024
Q4 		$2.04M Sell
3,786
-19
-0.5% -$10.3K 0.32% 74
2024
Q3 		$2.01M Buy
3,805
+306
+9% +$156K 0.32% 76
2024
Q2 		$1.75M Hold
3,499
– – 0.3% 75
2024
Q1 		$1.68M Sell
3,499
-60
-2% -$27.5K 0.29% 80
2023
Q4 		$1.55M Buy
3,559
+6
+0.2% +$2.46K 0.29% 80
2023
Q3 		$1.4M Buy
3,553
+3
+0.1% +$1.23K 0.3% 80
2023
Q2 		$1.45M Hold
3,550
– – 0.29% 80
2023
Q1 		$1.33M Buy
3,550
+103
+3% +$37.8K 0.28% 81
2022
Q4 		$1.21M Buy
3,447
+67
+2% +$23.7K 0.27% 83
2022
Q3 		$1.11M Sell
3,380
-11
-0.3% -$4.02K 0.28% 83
2022
Q2 		$1.18M Buy
3,391
+220
+7% +$82.9K 0.28% 79
2022
Q1 		$1.32M Sell
3,171
-1,161
-27% -$475K 0.28% 80
2021
Q4 		$1.89M Buy
4,332
+158
+4% +$66.7K 0.39% 68
2021
Q3 		$1.65M Buy
4,174
+1,774
+74% +$720K 0.36% 70
2021
Q2 		$945K Buy
2,400
+4
+0.2% +$1.53K 0.2% 96
2021
Q1 		$873K Sell
2,396
-190
-7% -$67.4K 0.21% 90
2020
Q4 		$889K Sell
2,586
-188
-7% -$61.3K 0.23% 83
2020
Q3 		$854K Buy
2,774
+22
+0.8% +$6.7K 0.26% 81
2020
Q2 		$780K Buy
2,752
+1,559
+131% +$420K 0.26% 83
2020
Q1 		$283K Sell
1,193
-349
-23% -$97.8K 0.11% 118
2019
Q4 		$456K Sell
1,542
-55
-3% -$15.6K 0.14% 111
2019
Q3 		$435K Buy
1,597
+706
+79% +$192K 0.15% 112
2019
Q2 		$240K Buy
891
+104
+13% +$27.5K 0.08% 133
2019
Q1 		$204K Hold
787
– – 0.07% 134
2018
Q4 		$181K Buy
+787
New +$195K 0.07% 133

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s VOO Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Vanguard S&P 500 ETF (VOO) stake by 0.07% in Q2 2026, buying an estimated $2K and bringing the position to 4,339 shares worth $2.98M. The position accounts for 0.29% of the portfolio, ranked #63.

Laurel Wealth Advisors (North Carolina) first reported a position in VOO in Q4 2018 and has held it in 31 quarters since. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 4,339 shares of Vanguard S&P 500 ETF worth $2.98M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 3 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2K.
  • Vanguard S&P 500 ETF made up 0.29% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #63 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.