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Pin Oak Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Pin Oak Investment Advisors’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 		$209K Buy
349
+30
+9% +$18.8K 0.15% 104
2025
Q4 		$203K Buy
319
+8
+3% +$4.97K 0.14% 106
2025
Q3 		$191K Hold
311
– – 0.14% 108
2025
Q2 		$159K Sell
311
-38
-11% -$20K 0.13% 107
2025
Q1 		$159K Buy
349
+3
+0.9% +$1.62K 0.12% 110
2024
Q4 		$183K Hold
346
– – 0.17% 93
2024
Q3 		$182K Buy
+346
New +$176K 0.17% 94
2024
Q2 		– Sell
-46
Closed -$22K – 490
2024
Q1 		$22K Hold
46
– – 0.02% 255
2023
Q4 		$20K Sell
46
-10
-18% -$4.09K 0.02% 268
2023
Q3 		$22K Sell
56
-338
-86% -$138K 0.02% 242
2023
Q2 		$161K Sell
394
-187
-32% -$72.1K 0.18% 90
2023
Q1 		$218K Buy
581
+571
+5,710% +$209K 0.27% 66
2022
Q4 		$4K Hold
10
– – ﹤0.01% 363
2022
Q3 		$3K Hold
10
– – ﹤0.01% 350
2022
Q2 		$3K Hold
10
– – ﹤0.01% 374
2022
Q1 		$4K Hold
10
– – ﹤0.01% 379
2021
Q4 		$4K Hold
10
– – ﹤0.01% 380
2021
Q3 		$4K Hold
10
– – ﹤0.01% 356
2021
Q2 		$4K Sell
10
-6,367
-100% -$2.44M ﹤0.01% 356
2021
Q1 		$2.32M Hold
6,377
– – 1.98% 14
2020
Q4 		$2.19M Hold
6,377
– – 1.8% 15
2020
Q3 		$1.96M Hold
6,377
– – 1.89% 13
2020
Q2 		$1.81M Hold
6,377
– – 1.68% 18
2020
Q1 		$1.51M Buy
6,377
+10
+0.2% +$2.8K 1.58% 19
2019
Q4 		$1.88M Hold
6,367
– – 1.51% 21
2019
Q3 		$1.74M Hold
6,367
– – 1.42% 24
2019
Q2 		$1.71M Hold
6,367
– – 1.34% 24
2019
Q1 		$1.65M Sell
6,367
-2,093
-25% -$523K 1.32% 23
2018
Q4 		$1.94M Hold
8,460
– – 1.72% 14
2018
Q3 		$2.26M Hold
8,460
– – 1.7% 17
2018
Q2 		$2.11M Hold
8,460
– – 1.55% 20
2018
Q1 		$2.05M Sell
8,460
-2,310
-21% -$580K 1.66% 18
2017
Q4 		$2.64M Buy
+10,770
New +$2.57M 2.03% 10

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 $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Pin Oak Investment Advisors's VOO Position: Q1 2026 in Review

Pin Oak Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 9.4% in Q1 2026, buying an estimated $18.8K and bringing the position to 349 shares worth $209K. The position accounts for 0.15% of the portfolio, ranked #104.

Pin Oak Investment Advisors first reported a position in VOO in Q4 2017 and has held it in 33 quarters since. The position peaked at $2.64M in Q4 2017. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Pin Oak Investment Advisors held 349 shares of Vanguard S&P 500 ETF worth $209K as of Q1 2026.
  • Pin Oak Investment Advisors bought 30 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $18.8K.
  • Vanguard S&P 500 ETF made up 0.15% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #104 holding.
  • Pin Oak Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 33 quarters since.
  • Pin Oak Investment Advisors's Vanguard S&P 500 ETF position peaked at $2.64M in Q4 2017.
  • 3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.