Oikos Holdings’s Vanguard S&P 500 ETF VOO Stock Holding History

Oikos Holdings’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
2024 Q2	$18.8M	Hold	37,567	–	–	4.45%	7
2024 Q1	$18.1M	Hold	37,567	–	–	4.6%	6
2023 Q4	$16.4M	Sell	37,567 -53,254	-59%	-$21.8M	4.49%	6
2023 Q3	$35.7M	Hold	90,821	–	–	12.86%	4
2023 Q2	$37M	Sell	90,821 -8,700	-9%	-$3.36M	14.61%	4
2023 Q1	$37.4M	Hold	99,521	–	–	15.59%	3
2022 Q4	$35M	Sell	99,521 -34,146	-26%	-$12.1M	17.51%	2
2022 Q3	$43.9M	Hold	133,667	–	–	16.08%	3
2022 Q2	$46.4M	Hold	133,667	–	–	15.44%	3
2022 Q1	$55.5M	Hold	133,667	–	–	17.27%	3
2021 Q4	$58.4M	Hold	133,667	–	–	26.7%	2
2021 Q3	$52.7M	Hold	133,667	–	–	39.2%	2
2021 Q2	$52.6M	Hold	133,667	–	–	56.14%	1
2021 Q1	$48.7M	Buy	133,667 +26,767	+25%	+$9.49M	82.81%	1
2020 Q4	$36.7M	Buy	+106,900	New	+$34.8M	27.04%	2
2019 Q3	$6.82M	Buy	+25,000	New	+$6.79M	16.93%	3

Other funds holding VOO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oikos Holdings's VOO Position: Q2 2024 in Review

Oikos Holdings held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2024 at 37,567 shares worth $18.8M. The position accounts for 4.45% of the portfolio, ranked #7.

Oikos Holdings first reported a position in VOO in Q3 2019 and has held it in 16 quarters since. The position peaked at $58.4M in Q4 2021. 2,829 funds tracked by Wall St. Rank hold VOO as of Q2 2024.

Oikos Holdings held 37,567 shares of Vanguard S&P 500 ETF worth $18.8M as of Q2 2024.
Oikos Holdings left its Vanguard S&P 500 ETF share count unchanged in Q2 2024.
Vanguard S&P 500 ETF made up 4.45% of Oikos Holdings's portfolio in Q2 2024, its #7 holding.
Oikos Holdings first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 16 quarters since.
Oikos Holdings's Vanguard S&P 500 ETF position peaked at $58.4M in Q4 2021.
2,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2024.

Based on Oikos Holdings's 13F filing for Q2 2024, filed 31 Jul 2024.