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McKinley Carter Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History

McKinley Carter 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
Q2 		$10.7M Sell
15,642
-80
-0.5% -$53.3K 0.55% 42
2026
Q1 		$9.39M Buy
15,722
+395
+3% +$247K 0.54% 48
2025
Q4 		$9.61M Buy
15,327
+523
+4% +$325K 0.54% 43
2025
Q3 		$9.07M Buy
14,804
+3,910
+36% +$2.3M 0.48% 49
2025
Q2 		$6.19M Buy
10,894
+2,393
+28% +$1.26M 0.34% 60
2025
Q1 		$4.37M Buy
8,501
+3,198
+60% +$1.73M 0.27% 72
2024
Q4 		$2.86M Buy
5,303
+802
+18% +$434K 0.17% 93
2024
Q3 		$2.38M Buy
4,501
+334
+8% +$170K 0.14% 107
2024
Q2 		$2.08M Buy
4,167
+129
+3% +$62.1K 0.13% 110
2024
Q1 		$1.94M Buy
4,038
+60
+2% +$27.5K 0.13% 109
2023
Q4 		$1.74M Buy
3,978
+53
+1% +$21.7K 0.13% 107
2023
Q3 		$1.54M Buy
3,925
+148
+4% +$60.5K 0.12% 118
2023
Q2 		$1.54M Buy
3,777
+792
+27% +$306K 0.12% 125
2023
Q1 		$1.12M Buy
2,985
+347
+13% +$127K 0.09% 137
2022
Q4 		$927K Buy
2,638
+1,327
+101% +$469K 0.08% 145
2022
Q3 		$430K Buy
1,311
+244
+23% +$89.1K 0.04% 198
2022
Q2 		$370K Sell
1,067
-174
-14% -$65.5K 0.03% 224
2022
Q1 		$515K Sell
1,241
-1,964
-61% -$804K 0.04% 198
2021
Q4 		$1.4M Buy
3,205
+1,653
+107% +$698K 0.1% 131
2021
Q3 		$612K Sell
1,552
-133
-8% -$54K 0.05% 170
2021
Q2 		$663K Sell
1,685
-337
-17% -$129K 0.05% 165
2021
Q1 		$737K Sell
2,022
-352
-15% -$125K 0.06% 159
2020
Q4 		$816K Buy
+2,374
New +$774K 0.11% 138
2020
Q1 		– Sell
-712
Closed -$211K – 183
2019
Q4 		$211K Buy
+712
New +$201K 0.05% 157
2018
Q2 		– Sell
-642
Closed -$155K – 378
2018
Q1 		$155K Buy
+642
New +$161K 0.05% 175

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

McKinley Carter Wealth Services's VOO Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard S&P 500 ETF (VOO) stake by 0.51% in Q2 2026, selling an estimated $53.3K and leaving 15,642 shares worth $10.7M. The position accounts for 0.55% of the portfolio, ranked #42.

McKinley Carter Wealth Services first reported a position in VOO in Q1 2018 and has held it in 25 quarters since. 3,984 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • McKinley Carter Wealth Services held 15,642 shares of Vanguard S&P 500 ETF worth $10.7M as of Q2 2026.
  • McKinley Carter Wealth Services sold 80 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $53.3K.
  • Vanguard S&P 500 ETF made up 0.55% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #42 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 25 quarters since.
  • 3,984 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.