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Live Oak Investment Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Live Oak Investment 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
2025
Q4 		– Sell
-649
Closed -$397K – 94
2025
Q3 		$397K Hold
649
– – 0.26% 69
2025
Q2 		$369K Sell
649
-35
-5% -$18.4K 0.28% 68
2025
Q1 		$352K Buy
+684
New +$370K 0.28% 69
2024
Q4 		– Hold
0
– – – 67
2024
Q3 		– Hold
0
– – – 66
2024
Q2 		– Hold
0
– – – 66
2023
Q4 		– Hold
0
– – – 76
2023
Q3 		– Hold
0
– – – 82
2023
Q2 		– Hold
0
– – – 76
2023
Q1 		– Hold
0
– – – 77
2022
Q4 		– Hold
0
– – – 77

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Live Oak Investment Partners's VOO Position: Q4 2025 in Review

Live Oak Investment Partners sold out of Vanguard S&P 500 ETF (VOO) in Q4 2025, closing a stake of 649 shares — an estimated $397K sold.

Live Oak Investment Partners first reported a position in VOO in Q1 2025 and held it in 3 quarters. The position peaked at $397K in Q3 2025. 3,857 funds tracked by Wall St. Rank hold VOO as of Q4 2025.

  • Live Oak Investment Partners reported no remaining Vanguard S&P 500 ETF position as of Q4 2025 after selling out during the quarter.
  • Live Oak Investment Partners sold 649 Vanguard S&P 500 ETF shares in Q4 2025, an estimated $397K.
  • Live Oak Investment Partners first reported a position in Vanguard S&P 500 ETF in Q1 2025 and held it in 3 quarters.
  • Live Oak Investment Partners's Vanguard S&P 500 ETF position peaked at $397K in Q3 2025.
  • 3,857 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q4 2025.

Based on Live Oak Investment Partners's 13F filing for Q4 2025, filed 29 Jan 2026.