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Oak Root LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Oak Root LLC’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 		$37.4M Buy
54,519
+569
+1% +$379K 4.13% 5
2026
Q1 		$32.2M Buy
53,950
+647
+1% +$405K 3.93% 5
2025
Q4 		$33.4M Sell
53,303
-7,884
-13% -$4.9M 4.04% 5
2025
Q3 		$37.5M Sell
61,187
-1,408
-2% -$830K 4.34% 5
2025
Q2 		$35.6M Sell
62,595
-588
-0.9% -$309K 4.4% 5
2025
Q1 		$32.5M Sell
63,183
-2,079
-3% -$1.12M 4.35% 5
2024
Q4 		$35.2M Sell
65,262
-11,460
-15% -$6.21M 4.58% 5
2024
Q3 		$40.5M Sell
76,722
-307
-0.4% -$156K 5.11% 5
2024
Q2 		$38.5M Sell
77,029
-1,229
-2% -$591K 5.13% 5
2024
Q1 		$37.6M Buy
78,258
+13,662
+21% +$6.25M 5.04% 5
2023
Q4 		$28.2M Buy
+64,596
New +$26.4M 4.27% 5

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Oak Root LLC's VOO Position: Q2 2026 in Review

Oak Root LLC increased its Vanguard S&P 500 ETF (VOO) stake by 1.1% in Q2 2026, buying an estimated $379K and bringing the position to 54,519 shares worth $37.4M. The position accounts for 4.13% of the portfolio, ranked #5.

Oak Root LLC first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.5M in Q3 2024. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Oak Root LLC held 54,519 shares of Vanguard S&P 500 ETF worth $37.4M as of Q2 2026.
  • Oak Root LLC bought 569 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $379K.
  • Vanguard S&P 500 ETF made up 4.13% of Oak Root LLC's portfolio in Q2 2026, its #5 holding.
  • Oak Root LLC first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • Oak Root LLC's Vanguard S&P 500 ETF position peaked at $40.5M in Q3 2024.
  • 905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Oak Root LLC's 13F filing for Q2 2026, filed 13 Jul 2026.