Oak Barrel Wealth Advisory’s Vanguard S&P 500 ETF VOO Stock Holding History

Oak Barrel Wealth Advisory’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	$793K	Buy	+1,155	New	+$770K	0.35%	39
2025 Q4	$535K	Buy	+852	New	+$529K	0.32%	48

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Oak Barrel Wealth Advisory's VOO Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 1,155 shares worth $793K. The stake represents 0.35% of the portfolio and ranks #39 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in VOO as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in VOO in Q4 2025 and has held it in 2 quarters since. 3,991 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Oak Barrel Wealth Advisory held 1,155 shares of Vanguard S&P 500 ETF worth $793K as of Q2 2026.
Vanguard S&P 500 ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
Vanguard S&P 500 ETF made up 0.35% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #39 holding.
Oak Barrel Wealth Advisory first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 2 quarters since.
3,991 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.