Oakwell Private Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Oakwell Private Wealth Management’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 Q1	$1.22M	Sell	2,044 -16	-0.8%	-$10K	0.22%	38
2025 Q4	$1.29M	Sell	2,060 -106	-5%	-$65.9K	0.24%	40
2025 Q3	$1.33M	Buy	2,166 +84	+4%	+$49.5K	0.27%	37
2025 Q2	$1.18M	Buy	2,082 +243	+13%	+$128K	0.27%	35
2025 Q1	$945K	Buy	1,839 +148	+9%	+$80K	0.26%	36
2024 Q4	$911K	Buy	1,691 +108	+7%	+$58.5K	0.26%	35
2024 Q3	$835K	Hold	1,583	–	–	0.24%	38
2024 Q2	$792K	Hold	1,583	–	–	0.22%	38
2024 Q1	$761K	Buy	1,583 +32	+2%	+$14.6K	0.23%	37
2023 Q4	$677K	Sell	1,551 -76	-5%	-$31.1K	0.24%	36
2023 Q3	$639K	Buy	1,627 +76	+5%	+$31.1K	0.27%	34
2023 Q2	$632K	Hold	1,551	–	–	0.26%	34
2023 Q1	$583K	Hold	1,551	–	–	0.27%	36
2022 Q4	$545K	Hold	1,551	–	–	0.26%	37
2022 Q3	$509K	Sell	1,551 -25	-2%	-$9.13K	0.28%	35
2022 Q2	$547K	Buy	1,576 +11	+0.7%	+$4.14K	0.31%	38
2022 Q1	$650K	Sell	1,565 -15	-0.9%	-$6.14K	0.33%	35
2021 Q4	$690K	Buy	1,580 +260	+20%	+$110K	0.34%	34
2021 Q3	$521K	Buy	+1,320	New	+$536K	0.28%	39

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Oakwell Private Wealth Management's VOO Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 0.78% in Q1 2026, selling an estimated $10K and leaving 2,044 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #38.

Oakwell Private Wealth Management first reported a position in VOO in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.33M in Q3 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Oakwell Private Wealth Management held 2,044 shares of Vanguard S&P 500 ETF worth $1.22M as of Q1 2026.
Oakwell Private Wealth Management sold 16 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $10K.
Vanguard S&P 500 ETF made up 0.22% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #38 holding.
Oakwell Private Wealth Management first reported a position in Vanguard S&P 500 ETF in Q3 2021 and has held it in 19 quarters since.
Oakwell Private Wealth Management's Vanguard S&P 500 ETF position peaked at $1.33M in Q3 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.