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Oxford Wealth Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Oxford Wealth Group’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 		$3.62M Sell
6,055
-663
-10% -$415K 1.98% 18
2025
Q4 		$4.21M Buy
+6,718
New +$4.17M 2.05% 11
2024
Q4 		$213K Buy
396
+10
+3% +$5.42K 0.14% 56
2024
Q3 		$204K Buy
+386
New +$196K 0.17% 57
2024
Q2 		– Sell
-433
Closed -$208K – 73
2024
Q1 		$208K Buy
+433
New +$198K 0.19% 55

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Oxford Wealth Group's VOO Position: Q1 2026 in Review

Oxford Wealth Group reduced its Vanguard S&P 500 ETF (VOO) stake by 9.9% in Q1 2026, selling an estimated $415K and leaving 6,055 shares worth $3.62M. The position accounts for 1.98% of the portfolio, ranked #18.

Oxford Wealth Group first reported a position in VOO in Q1 2024 and has held it in 5 quarters since. The position peaked at $4.21M in Q4 2025. 3,839 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Oxford Wealth Group held 6,055 shares of Vanguard S&P 500 ETF worth $3.62M as of Q1 2026.
  • Oxford Wealth Group sold 663 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $415K.
  • Vanguard S&P 500 ETF made up 1.98% of Oxford Wealth Group's portfolio in Q1 2026, its #18 holding.
  • Oxford Wealth Group first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 5 quarters since.
  • Oxford Wealth Group's Vanguard S&P 500 ETF position peaked at $4.21M in Q4 2025.
  • 3,839 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.