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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
Q2 		$11M Sell
16,066
-39,490
-71% -$26.3M 4.11% 3
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

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

Oak Harbor Wealth Partners's VOO Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 71% in Q2 2026, selling an estimated $26.3M and leaving 16,066 shares worth $11M. The position accounts for 4.11% of the portfolio, ranked #3.

Oak Harbor Wealth Partners first reported a position in VOO in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.6M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Oak Harbor Wealth Partners held 16,066 shares of Vanguard S&P 500 ETF worth $11M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 39,490 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $26.3M.
  • Vanguard S&P 500 ETF made up 4.11% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #3 holding.
  • Oak Harbor Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's Vanguard S&P 500 ETF position peaked at $35.6M in Q4 2025.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.