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

McCarter Private Wealth Services’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 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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.