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 Q3	$203K	Sell	290 -84	-22%	-$58.7K	0.02%	201
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 Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $39.5B AUM 29.15% 1-Year Est. Return

Acorns Advisers Irvine, California $15.5B AUM 11.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Live Oak Private Wealth's VOO Position: Q3 2026 in Review

Live Oak Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 22% in Q3 2026, selling an estimated $58.7K and leaving 290 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #201.

Live Oak Private Wealth first reported a position in VOO in Q1 2025 and has held it in 7 quarters since. The position peaked at $257K in Q2 2026. 3,674 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Live Oak Private Wealth held 290 shares of Vanguard S&P 500 ETF worth $203K as of Q3 2026.
Live Oak Private Wealth sold 84 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $58.7K.
Vanguard S&P 500 ETF made up 0.02% of Live Oak Private Wealth's portfolio in Q3 2026, its #201 holding.
Live Oak Private Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2025 and has held it in 7 quarters since.
Live Oak Private Wealth's Vanguard S&P 500 ETF position peaked at $257K in Q2 2026.
3,674 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.