Oxler Private Wealth
VOO icon

Oxler Private Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Oxler Private Wealth’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
Q3 		$43.2M Sell
61,612
-66
-0.1% -$46.1K 11.6% 2
2026
Q2 		$42.4M Sell
61,678
-1,497
-2% -$998K 12.1% 2
2026
Q1 		$37.8M Sell
63,175
-244
-0.4% -$153K 11.82% 2
2025
Q4 		$39.8M Sell
63,419
-429
-0.7% -$267K 11.52% 2
2025
Q3 		$39.1M Sell
63,848
-429
-0.7% -$253K 11.38% 2
2025
Q2 		$36.5M Buy
64,277
+11,544
+22% +$6.07M 11.47% 2
2025
Q1 		$27.1M Buy
52,733
+150
+0.3% +$81.1K 9.52% 2
2024
Q4 		$28.3M Buy
52,583
+98
+0.2% +$53.1K 9.31% 2
2024
Q3 		$27.7M Buy
52,485
+1,947
+4% +$990K 9.65% 2
2024
Q2 		$25.3M Buy
50,538
+486
+1% +$234K 9.36% 2
2024
Q1 		$24.1M Buy
50,052
+26,833
+116% +$12.3M 9.43% 2
2023
Q4 		$10.1M Sell
23,219
-17,126
-42% -$7.01M 8.42% 2
2023
Q3 		$15.9M Buy
40,345
+131
+0.3% +$53.6K 7.98% 2
2023
Q2 		$16.4M Sell
40,214
-188
-0.5% -$72.5K 7.8% 2
2023
Q1 		$15.2M Buy
40,402
+8,335
+26% +$3.06M 7.5% 2
2022
Q4 		$11.3M Buy
32,067
+590
+2% +$208K 6.07% 2
2022
Q3 		$10.3M Buy
31,477
+2,789
+10% +$1.02M 5.73% 2
2022
Q2 		$10M Buy
28,688
+12,155
+74% +$4.58M 4.79% 3
2022
Q1 		$6.86M Buy
16,533
+284
+2% +$116K 3.1% 7
2021
Q4 		$7.09M Buy
16,249
+1,100
+7% +$464K 2.94% 9
2021
Q3 		$6.04M Buy
15,149
+325
+2% +$132K 2.66% 9
2021
Q2 		$5.83M Buy
14,824
+435
+3% +$167K 2.54% 8
2021
Q1 		$5.24M Buy
14,389
+2,914
+25% +$1.03M 2.65% 7
2020
Q4 		$3.71M Buy
+11,475
New +$3.74M 2.09% 12

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Angeles Investment Advisors
Angeles Investment Advisors Santa Monica, California $1.66B AUM 15.79% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Oxler Private Wealth's VOO Position: Q3 2026 in Review

Oxler Private Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 0.11% in Q3 2026, selling an estimated $46.1K and leaving 61,612 shares worth $43.2M. The position accounts for 11.6% of the portfolio, ranked #2.

Oxler Private Wealth first reported a position in VOO in Q4 2020 and has held it in 24 quarters since. 1,462 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Oxler Private Wealth held 61,612 shares of Vanguard S&P 500 ETF worth $43.2M as of Q3 2026.
  • Oxler Private Wealth sold 66 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $46.1K.
  • Vanguard S&P 500 ETF made up 11.6% of Oxler Private Wealth's portfolio in Q3 2026, its #2 holding.
  • Oxler Private Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.