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

Great Oak Capital Partners’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 		$2.66M Sell
3,867
-1
-0% -$667 0.58% 13
2026
Q1 		$2.4M Sell
3,868
-34
-0.9% -$21.3K 0.56% 13
2025
Q4 		$2.45M Buy
3,902
+57
+1% +$35.4K 0.61% 13
2025
Q3 		$2.36M Sell
3,845
-95
-2% -$56K 0.62% 13
2025
Q2 		$2.26M Buy
3,940
+111
+3% +$58.3K 0.65% 13
2025
Q1 		$2.05M Hold
3,829
– – 0.68% 15
2024
Q4 		$2.05M Buy
3,829
+73
+2% +$39.5K 0.68% 15
2024
Q3 		$1.98M Buy
3,756
+4
+0.1% +$2.03K 0.68% 16
2024
Q2 		$1.84M Sell
3,752
-7
-0.2% -$3.37K 0.69% 16
2024
Q1 		$1.81M Buy
3,759
+12
+0.3% +$5.49K 0.8% 16
2023
Q4 		$1.64M Buy
+3,747
New +$1.53M 0.87% 15

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Great Oak Capital Partners's VOO Position: Q2 2026 in Review

Great Oak Capital Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 0.03% in Q2 2026, selling an estimated $667 and leaving 3,867 shares worth $2.66M. The position accounts for 0.58% of the portfolio, ranked #13.

Great Oak Capital Partners first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Great Oak Capital Partners held 3,867 shares of Vanguard S&P 500 ETF worth $2.66M as of Q2 2026.
  • Great Oak Capital Partners sold 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 0.58% of Great Oak Capital Partners's portfolio in Q2 2026, its #13 holding.
  • Great Oak Capital Partners first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.