LOPW
VOO icon

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
Q2 		$257K Sell
374
-17
-4% -$11.3K 0.03% 188
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

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Live Oak Private Wealth's VOO Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 4.3% in Q2 2026, selling an estimated $11.3K and leaving 374 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #188.

Live Oak Private Wealth first reported a position in VOO in Q1 2025 and has held it in 6 quarters since. 4,001 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Live Oak Private Wealth held 374 shares of Vanguard S&P 500 ETF worth $257K as of Q2 2026.
  • Live Oak Private Wealth sold 17 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard S&P 500 ETF made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #188 holding.
  • Live Oak Private Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 6 quarters since.
  • 4,001 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.