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

OakTrust 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	$314K	Buy	458 +1	+0.2%	+$667	0.27%	50
2026 Q1	$273K	Hold	457	–	–	0.25%	50
2025 Q4	$287K	Buy	+457	New	+$284K	0.26%	52

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

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

OakTrust Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.22% in Q2 2026, buying an estimated $667 and bringing the position to 458 shares worth $314K. The position accounts for 0.27% of the portfolio, ranked #50.

OakTrust Wealth Advisors first reported a position in VOO in Q4 2025 and has held it in 3 quarters since. 3,980 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

OakTrust Wealth Advisors held 458 shares of Vanguard S&P 500 ETF worth $314K as of Q2 2026.
OakTrust Wealth Advisors bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
Vanguard S&P 500 ETF made up 0.27% of OakTrust Wealth Advisors's portfolio in Q2 2026, its #50 holding.
OakTrust Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
3,980 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on OakTrust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.