BOC
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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
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

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Bull Oak Capital's VOO Position: Q1 2026 in Review

Bull Oak Capital held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 427 shares worth $255K. The position accounts for 0.1% of the portfolio, ranked #32.

Bull Oak Capital first reported a position in VOO in Q3 2023 and has held it in 7 quarters since. The position peaked at $914K in Q4 2023. 3,836 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Bull Oak Capital held 427 shares of Vanguard S&P 500 ETF worth $255K as of Q1 2026.
  • Bull Oak Capital left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
  • Vanguard S&P 500 ETF made up 0.1% of Bull Oak Capital's portfolio in Q1 2026, its #32 holding.
  • Bull Oak Capital first reported a position in Vanguard S&P 500 ETF in Q3 2023 and has held it in 7 quarters since.
  • Bull Oak Capital's Vanguard S&P 500 ETF position peaked at $914K in Q4 2023.
  • 3,836 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Bull Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.