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

Oak Wealth Advisors’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	$766K	Buy	1,115 +4	+0.4%	+$2.67K	0.37%	38
2026 Q1	$664K	Buy	1,111 +12	+1%	+$7.5K	0.36%	37
2025 Q4	$689K	Sell	1,099 -275	-20%	-$171K	0.4%	34
2025 Q3	$841K	Buy	1,374 +62	+5%	+$36.5K	0.49%	29
2025 Q2	$745K	Buy	1,312 +441	+51%	+$232K	0.48%	30
2025 Q1	$448K	Buy	871 +75	+9%	+$40.5K	0.33%	37
2024 Q4	$429K	Buy	+796	New	+$431K	0.33%	38

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Oak Wealth Advisors's VOO Position: Q2 2026 in Review

Oak Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.36% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,115 shares worth $766K. The position accounts for 0.37% of the portfolio, ranked #38.

Oak Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $841K in Q3 2025. 4,008 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Oak Wealth Advisors held 1,115 shares of Vanguard S&P 500 ETF worth $766K as of Q2 2026.
Oak Wealth Advisors bought 4 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $2.67K.
Vanguard S&P 500 ETF made up 0.37% of Oak Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Oak Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Oak Wealth Advisors's Vanguard S&P 500 ETF position peaked at $841K in Q3 2025.
4,008 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.