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VOO icon

Oak Harbor Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Oak Harbor Wealth 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
2026
Q1 		$33.2M Sell
55,556
-1,219
-2% -$762K 7.77% 1
2025
Q4 		$35.6M Sell
56,775
-497
-0.9% -$309K 8.55% 1
2025
Q3 		$35.1M Buy
57,272
+1,517
+3% +$894K 8.66% 1
2025
Q2 		$31.7M Buy
55,755
+885
+2% +$465K 8.56% 1
2025
Q1 		$28.2M Buy
54,870
+1,239
+2% +$670K 8.06% 1
2024
Q4 		$28.9M Buy
53,631
+1,420
+3% +$769K 8.38% 1
2024
Q3 		$27.5M Sell
52,211
-524
-1% -$266K 7.85% 1
2024
Q2 		$26.4M Buy
52,735
+1,304
+3% +$627K 8.29% 1
2024
Q1 		$24.7M Buy
51,431
+435
+0.9% +$199K 7.7% 1
2023
Q4 		$22.3M Sell
50,996
-375
-0.7% -$154K 7.48% 1
2023
Q3 		$20.2M Buy
51,371
+2,187
+4% +$894K 7.15% 1
2023
Q2 		$20M Buy
49,184
+1,823
+4% +$703K 6.85% 1
2023
Q1 		$17.8M Sell
47,361
-4,656
-9% -$1.71M 6.48% 1
2022
Q4 		$18.3M Buy
52,017
+333
+0.6% +$118K 6.96% 1
2022
Q3 		$17M Buy
51,684
+1,819
+4% +$664K 6.64% 2
2022
Q2 		$17.3M Buy
49,865
+5,522
+12% +$2.08M 6.89% 1
2022
Q1 		$18.4M Buy
44,343
+968
+2% +$396K 6.04% 2
2021
Q4 		$18.9M Buy
+43,375
New +$18.3M 6.51% 2

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

Oak Harbor Wealth Partners's VOO Position: Q1 2026 in Review

Oak Harbor Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2026, selling an estimated $762K and leaving 55,556 shares worth $33.2M. The position accounts for 7.77% of the portfolio, ranked #1.

Oak Harbor Wealth Partners first reported a position in VOO in Q4 2021 and has held it in 18 quarters since. The position peaked at $35.6M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Oak Harbor Wealth Partners held 55,556 shares of Vanguard S&P 500 ETF worth $33.2M as of Q1 2026.
  • Oak Harbor Wealth Partners sold 1,219 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $762K.
  • Vanguard S&P 500 ETF made up 7.77% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #1 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Vanguard S&P 500 ETF position peaked at $35.6M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.