Oak Root LLC
VOO icon

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
Q3 		$38.2M Hold
54,519
– – 4.21% 5
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Gleason Group
Gleason Group Prospect, Kentucky $1.13B AUM 12.68% 1-Year Est. Return

Oak Root LLC's VOO Position: Q3 2026 in Review

Oak Root LLC held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 54,519 shares worth $38.2M. The position accounts for 4.21% of the portfolio, ranked #5.

Oak Root LLC first reported a position in VOO in Q4 2023 and has held it in 12 quarters since. The position peaked at $40.5M in Q3 2024. 996 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Oak Root LLC held 54,519 shares of Vanguard S&P 500 ETF worth $38.2M as of Q3 2026.
  • Oak Root LLC left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
  • Vanguard S&P 500 ETF made up 4.21% of Oak Root LLC's portfolio in Q3 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 12 quarters since.
  • Oak Root LLC's Vanguard S&P 500 ETF position peaked at $40.5M in Q3 2024.
  • 996 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Oak Root LLC's 13F filing for Q3 2026, filed 9 Oct 2026.