Oxford Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.53M | Buy |
12,601
+10
| +0.1% | +$6.25K | 0.41% | 29 |
|
|
2025
Q4 | $7.9M | Sell |
12,591
-2
| -0% | -$1.24K | 0.43% | 27 |
|
|
2025
Q3 | $7.71M | Sell |
12,593
-82
| -0.6% | -$48.3K | 0.44% | 29 |
|
|
2025
Q2 | $7.2M | Buy |
12,675
+138
| +1% | +$72.5K | 0.43% | 28 |
|
|
2025
Q1 | $6.44M | Buy |
12,537
+700
| +6% | +$378K | 0.45% | 29 |
|
|
2024
Q4 | $6.38M | Sell |
11,837
-161
| -1% | -$87.2K | 0.41% | 29 |
|
|
2024
Q3 | $6.33M | Sell |
11,998
-490
| -4% | -$249K | 0.4% | 30 |
|
|
2024
Q2 | $6.25M | Sell |
12,488
-257
| -2% | -$124K | 0.41% | 29 |
|
|
2024
Q1 | $6.13M | Sell |
12,745
-5,125
| -29% | -$2.35M | 0.43% | 30 |
|
|
2023
Q4 | $7.81M | Sell |
17,870
-265
| -1% | -$108K | 0.57% | 25 |
|
|
2023
Q3 | $7.12M | Sell |
18,135
-64
| -0.4% | -$26.2K | 0.62% | 24 |
|
|
2023
Q2 | $7.41M | Sell |
18,199
-161
| -0.9% | -$62.1K | 0.7% | 19 |
|
|
2023
Q1 | $6.9M | Sell |
18,360
-154
| -0.8% | -$56.5K | 0.77% | 21 |
|
|
2022
Q4 | $6.5M | Sell |
18,514
-78
| -0.4% | -$27.6K | 0.76% | 21 |
|
|
2022
Q3 | $6.1M | Sell |
18,592
-7,045
| -27% | -$2.57M | 0.92% | 16 |
|
|
2022
Q2 | $8.89M | Sell |
25,637
-145
| -0.6% | -$54.6K | 1.31% | 13 |
|
|
2022
Q1 | $10.7M | Buy |
25,782
+15
| +0.1% | +$6.14K | 1.36% | 12 |
|
|
2021
Q4 | $11.2M | Sell |
25,767
-116
| -0.4% | -$49K | 1.26% | 13 |
|
|
2021
Q3 | $10.2M | Buy |
25,883
+75
| +0.3% | +$30.4K | 1.3% | 12 |
|
|
2021
Q2 | $10.2M | Buy |
25,808
+26
| +0.1% | +$9.98K | 1.36% | 13 |
|
|
2021
Q1 | $9.39M | Sell |
25,782
-208
| -0.8% | -$73.8K | 1.3% | 13 |
|
|
2020
Q4 | $8.93M | Buy |
25,990
+239
| +0.9% | +$77.9K | 1.29% | 14 |
|
|
2020
Q3 | $7.92M | Hold |
25,751
| – | – | 1.28% | 14 |
|
|
2020
Q2 | $7.3M | Buy |
25,751
+6,922
| +37% | +$1.86M | 1.24% | 14 |
|
|
2020
Q1 | $4.46M | Hold |
18,829
| – | – | 0.89% | 20 |
|
|
2019
Q4 | $5.57M | Buy |
18,829
+980
| +5% | +$277K | 1.55% | 14 |
|
|
2019
Q3 | $4.87M | Sell |
17,849
-393
| -2% | -$107K | 1.54% | 12 |
|
|
2019
Q2 | $4.91M | Hold |
18,242
| – | – | 1.61% | 13 |
|
|
2019
Q1 | $4.74M | Buy |
18,242
+3,028
| +20% | +$756K | 1.69% | 12 |
|
|
2018
Q4 | $3.5M | Hold |
15,214
| – | – | 1.14% | 18 |
|
|
2018
Q3 | $4.06M | Hold |
15,214
| – | – | 1.89% | 10 |
|
|
2018
Q2 | $3.8M | Buy |
15,214
+1,606
| +12% | +$399K | 1.95% | 10 |
|
|
2018
Q1 | $3.29M | Buy |
+13,608
| New | +$3.41M | 1.89% | 10 |
|
Other funds holding VOO
VGA
AA
Oxford Financial Group's VOO Position: Q1 2026 in Review
Oxford Financial Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.08% in Q1 2026, buying an estimated $6.25K and bringing the position to 12,601 shares worth $7.53M. The position accounts for 0.41% of the portfolio, ranked #29.
Oxford Financial Group first reported a position in VOO in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.2M in Q4 2021. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Oxford Financial Group held 12,601 shares of Vanguard S&P 500 ETF worth $7.53M as of Q1 2026.
- Oxford Financial Group bought 10 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $6.25K.
- Vanguard S&P 500 ETF made up 0.41% of Oxford Financial Group's portfolio in Q1 2026, its #29 holding.
- Oxford Financial Group first reported a position in Vanguard S&P 500 ETF in Q1 2018 and has held it in 33 quarters since.
- Oxford Financial Group's Vanguard S&P 500 ETF position peaked at $11.2M in Q4 2021.
- 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.