Oak Wealth Advisors
VOO icon

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
Q3 		$915K Buy
1,305
+190
+17% +$133K 0.41% 35
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Oak Wealth Advisors's VOO Position: Q3 2026 in Review

Oak Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 17% in Q3 2026, buying an estimated $133K and bringing the position to 1,305 shares worth $915K. The position accounts for 0.41% of the portfolio, ranked #35.

Oak Wealth Advisors first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. 3,013 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Oak Wealth Advisors held 1,305 shares of Vanguard S&P 500 ETF worth $915K as of Q3 2026.
  • Oak Wealth Advisors bought 190 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $133K.
  • Vanguard S&P 500 ETF made up 0.41% of Oak Wealth Advisors's portfolio in Q3 2026, its #35 holding.
  • Oak Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,013 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.