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Live Oak Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Live Oak Private Wealth’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 		$234K Buy
391
+33
+9% +$20.6K 0.03% 185
2025
Q4 		$225K Hold
358
– – 0.03% 184
2025
Q3 		$219K Sell
358
-60
-14% -$35.4K 0.03% 181
2025
Q2 		$238K Hold
418
– – 0.04% 171
2025
Q1 		$215K Buy
+418
New +$226K 0.03% 175

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 $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Live Oak Private Wealth's VOO Position: Q1 2026 in Review

Live Oak Private Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 9.2% in Q1 2026, buying an estimated $20.6K and bringing the position to 391 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #185.

Live Oak Private Wealth first reported a position in VOO in Q1 2025 and has held it in 5 quarters since. The position peaked at $238K in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Live Oak Private Wealth held 391 shares of Vanguard S&P 500 ETF worth $234K as of Q1 2026.
  • Live Oak Private Wealth bought 33 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $20.6K.
  • Vanguard S&P 500 ETF made up 0.03% of Live Oak Private Wealth's portfolio in Q1 2026, its #185 holding.
  • Live Oak Private Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
  • Live Oak Private Wealth's Vanguard S&P 500 ETF position peaked at $238K in Q2 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.