OHIS
VOO icon

Oak Harvest Investment Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Oak Harvest Investment Services’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 		$46.9M Sell
68,226
-2,925
-4% -$1.95M 4.37% 2
2026
Q1 		$42.5M Sell
71,151
-2,350
-3% -$1.47M 4.44% 2
2025
Q4 		$46.1M Buy
73,501
+715
+1% +$444K 5.03% 2
2025
Q3 		$44.6M Sell
72,786
-56
-0.1% -$33K 5.2% 2
2025
Q2 		$41.4M Sell
72,842
-1,100
-1% -$578K 5.18% 2
2025
Q1 		$38M Sell
73,942
-422
-0.6% -$228K 5.31% 2
2024
Q4 		$40.1M Sell
74,364
-2,311
-3% -$1.25M 5.58% 2
2024
Q3 		$40.5M Buy
76,675
+3,153
+4% +$1.6M 5.81% 2
2024
Q2 		$36.8M Sell
73,522
-2,411
-3% -$1.16M 5.71% 2
2024
Q1 		$36.5M Sell
75,933
-3,033
-4% -$1.39M 5.96% 2
2023
Q4 		$34.5M Sell
78,966
-588
-0.7% -$241K 6.89% 2
2023
Q3 		$31.2M Sell
79,554
-2,916
-4% -$1.19M 6.61% 2
2023
Q2 		$33.6M Sell
82,470
-14,366
-15% -$5.54M 7.53% 2
2023
Q1 		$36.4M Sell
96,836
-4,997
-5% -$1.83M 8.39% 1
2022
Q4 		$35.8M Buy
101,833
+496
+0.5% +$175K 9.31% 1
2022
Q3 		$33.3M Buy
101,337
+7,856
+8% +$2.87M 8.87% 1
2022
Q2 		$32.4M Buy
93,481
+12,014
+15% +$4.53M 8.74% 1
2022
Q1 		$33.8M Buy
81,467
+9,019
+12% +$3.69M 8.37% 1
2021
Q4 		$31.6M Buy
72,448
+7,916
+12% +$3.34M 7.85% 1
2021
Q3 		$25.5M Buy
64,532
+7,989
+14% +$3.24M 7.42% 1
2021
Q2 		$22.3M Buy
56,543
+6,482
+13% +$2.49M 7.33% 1
2021
Q1 		$18.2M Buy
50,061
+6,270
+14% +$2.22M 6.98% 1
2020
Q4 		$15.1M Buy
+43,791
New +$14.3M 6.46% 1

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Oak Harvest Investment Services's VOO Position: Q2 2026 in Review

Oak Harvest Investment Services reduced its Vanguard S&P 500 ETF (VOO) stake by 4.1% in Q2 2026, selling an estimated $1.95M and leaving 68,226 shares worth $46.9M. The position accounts for 4.37% of the portfolio, ranked #2.

Oak Harvest Investment Services first reported a position in VOO in Q4 2020 and has held it in 23 quarters since. 1,471 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Oak Harvest Investment Services held 68,226 shares of Vanguard S&P 500 ETF worth $46.9M as of Q2 2026.
  • Oak Harvest Investment Services sold 2,925 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.95M.
  • Vanguard S&P 500 ETF made up 4.37% of Oak Harvest Investment Services's portfolio in Q2 2026, its #2 holding.
  • Oak Harvest Investment Services first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,471 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.