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 Q2	$1.42M	Buy	2,074 +30	+1%	+$20K	0.24%	38
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

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

Oakwell Private Wealth Management's VOO Position: Q2 2026 in Review

Oakwell Private Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 1.5% in Q2 2026, buying an estimated $20K and bringing the position to 2,074 shares worth $1.42M. The position accounts for 0.24% of the portfolio, ranked #38.

Oakwell Private Wealth Management first reported a position in VOO in Q3 2021 and has held it in 20 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Oakwell Private Wealth Management held 2,074 shares of Vanguard S&P 500 ETF worth $1.42M as of Q2 2026.
Oakwell Private Wealth Management bought 30 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $20K.
Vanguard S&P 500 ETF made up 0.24% of Oakwell Private Wealth Management's portfolio in Q2 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 20 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.