McCarter Private Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.81M Buy
4,005
+632
+19% +$441K 0.95% 35
2026
Q2
$2.32M Sell
3,373
-82
-2% -$54.7K 0.8% 40
2026
Q1
$2.06M Hold
3,455
– – 0.9% 33
2025
Q4
$2.17M Buy
3,455
+136
+4% +$84.5K 0.97% 31
2025
Q3
$2.03M Sell
3,319
-17
-0.5% -$10K 1.04% 29
2025
Q2
$1.9M Sell
3,336
-18
-0.5% -$9.46K 1.08% 30
2025
Q1
$1.72M Sell
3,354
-126
-4% -$68.1K 1.13% 28
2024
Q4
$1.88M Buy
3,480
+820
+31% +$444K 1.19% 27
2024
Q3
$1.4M Buy
+2,660
New +$1.35M 0.89% 33

Other funds holding VOO

McCarter Private Wealth Services's VOO Position: Q3 2026 in Review

McCarter Private Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 19% in Q3 2026, buying an estimated $441K and bringing the position to 4,005 shares worth $2.81M. The position accounts for 0.95% of the portfolio, ranked #35.

McCarter Private Wealth Services first reported a position in VOO in Q3 2024 and has held it in 9 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • McCarter Private Wealth Services held 4,005 shares of Vanguard S&P 500 ETF worth $2.81M as of Q3 2026.
  • McCarter Private Wealth Services bought 632 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $441K.
  • Vanguard S&P 500 ETF made up 0.95% of McCarter Private Wealth Services's portfolio in Q3 2026, its #35 holding.
  • McCarter Private Wealth Services first reported a position in Vanguard S&P 500 ETF in Q3 2024 and has held it in 9 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.