Bull Oak Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Bull Oak Capital’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	$296K	Buy	431 +4	+0.9%	+$2.67K	0.1%	33
2026 Q1	$255K	Hold	427	–	–	0.1%	32
2025 Q4	$268K	Buy	+427	New	+$265K	0.11%	32
2024 Q4	–	Sell	-43	Closed	-$22.4K	–	73
2024 Q3	$22.4K	Sell	43 -10	-19%	-$5.08K	0.01%	58
2024 Q2	$26.7K	Sell	53 -16	-23%	-$7.7K	0.02%	31
2024 Q1	$32.9K	Sell	69 -2,024	-97%	-$926K	0.02%	29
2023 Q4	$914K	Buy	2,093 +2,009	+2,392%	+$822K	0.24%	12
2023 Q3	$33K	Buy	+84	New	+$34.3K	0.04%	26

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Bull Oak Capital's VOO Position: Q2 2026 in Review

Bull Oak Capital increased its Vanguard S&P 500 ETF (VOO) stake by 0.94% in Q2 2026, buying an estimated $2.67K and bringing the position to 431 shares worth $296K. The position accounts for 0.1% of the portfolio, ranked #33.

Bull Oak Capital first reported a position in VOO in Q3 2023 and has held it in 8 quarters since. The position peaked at $914K in Q4 2023. 4,014 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Bull Oak Capital held 431 shares of Vanguard S&P 500 ETF worth $296K as of Q2 2026.
Bull Oak Capital bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 0.1% of Bull Oak Capital's portfolio in Q2 2026, its #33 holding.
Bull Oak Capital first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 8 quarters since.
Bull Oak Capital's Vanguard S&P 500 ETF position peaked at $914K in Q4 2023.
4,014 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Bull Oak Capital's 13F filing for Q2 2026, filed 10 Aug 2026.