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Okabena Investment Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Okabena Investment Services’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 		$41.4M Buy
60,275
+1,420
+2% +$947K 7.39% 2
2026
Q1 		$35.2M Buy
58,855
+4,592
+8% +$2.87M 6.78% 2
2025
Q4 		$34M Sell
54,263
-8,324
-13% -$5.17M 6.49% 1
2025
Q3 		$38.3M Buy
62,587
+3,816
+6% +$2.25M 7.45% 2
2025
Q2 		$33.4M Sell
58,771
-29,321
-33% -$15.4M 7.41% 2
2025
Q1 		$45.3M Buy
88,092
+39,343
+81% +$21.3M 11.4% 1
2024
Q4 		$26.3M Buy
48,749
+11,356
+30% +$6.15M 7.3% 2
2024
Q3 		$19.7M Buy
37,393
+17,022
+84% +$8.65M 5.57% 4
2024
Q2 		$10.2M Sell
20,371
-10,089
-33% -$4.85M 3.23% 6
2024
Q1 		$14.6M Buy
30,460
+16,265
+115% +$7.44M 4.88% 4
2023
Q4 		$6.2M Buy
14,195
+13,533
+2,044% +$5.54M 2.41% 11
2023
Q3 		$260K Sell
662
-295
-31% -$121K 0.2% 62
2023
Q2 		$390K Sell
957
-50
-5% -$19.3K 0.29% 56
2023
Q1 		$379K Hold
1,007
– – 0.26% 61
2022
Q4 		$354K Sell
1,007
-146
-13% -$51.6K 0.23% 76
2022
Q3 		$379K Hold
1,153
– – 0.18% 83
2022
Q2 		$400K Sell
1,153
-2,937
-72% -$1.11M 0.21% 73
2022
Q1 		$1.7M Sell
4,090
-7,638
-65% -$3.13M 0.72% 42
2021
Q4 		$5.12M Sell
11,728
-537
-4% -$227K 1.95% 11
2021
Q3 		$4.84M Buy
12,265
+780
+7% +$316K 2.55% 8
2021
Q2 		$4.52M Hold
11,485
– – 2.13% 9
2021
Q1 		$4.18M Sell
11,485
-4,694
-29% -$1.66M 2.25% 10
2020
Q4 		$5.56M Sell
16,179
-10,304
-39% -$3.36M 3.24% 6
2020
Q3 		$8.15M Hold
26,483
– – 6.24% 3
2020
Q2 		$7.51M Buy
+26,483
New +$7.13M 6.59% 4

Other funds holding VOO

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Okabena Investment Services's VOO Position: Q2 2026 in Review

Okabena Investment Services increased its Vanguard S&P 500 ETF (VOO) stake by 2.4% in Q2 2026, buying an estimated $947K and bringing the position to 60,275 shares worth $41.4M. The position accounts for 7.39% of the portfolio, ranked #2.

Okabena Investment Services first reported a position in VOO in Q2 2020 and has held it in 25 quarters since. The position peaked at $45.3M in Q1 2025. 3,315 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Okabena Investment Services held 60,275 shares of Vanguard S&P 500 ETF worth $41.4M as of Q2 2026.
  • Okabena Investment Services bought 1,420 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $947K.
  • Vanguard S&P 500 ETF made up 7.39% of Okabena Investment Services's portfolio in Q2 2026, its #2 holding.
  • Okabena Investment Services first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 25 quarters since.
  • Okabena Investment Services's Vanguard S&P 500 ETF position peaked at $45.3M in Q1 2025.
  • 3,315 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.