SageOak Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

SageOak Financial’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	$960K	Sell	1,370 -314	-19%	-$219K	0.62%	17
2026 Q2	$1.16M	Hold	1,684	–	–	0.75%	16
2026 Q1	$1.01M	Buy	1,684 +108	+7%	+$67.5K	0.71%	16
2025 Q4	$988K	Hold	1,576	–	–	0.72%	15
2025 Q3	$965K	Buy	1,576 +338	+27%	+$199K	0.71%	15
2025 Q2	$703K	Hold	1,238	–	–	0.56%	20
2025 Q1	$636K	Sell	1,238 -36	-3%	-$19.5K	0.56%	17
2024 Q4	$686K	Buy	+1,274	New	+$690K	0.63%	26

Other funds holding VOO

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SageOak Financial's VOO Position: Q3 2026 in Review

SageOak Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 19% in Q3 2026, selling an estimated $219K and leaving 1,370 shares worth $960K. The position accounts for 0.62% of the portfolio, ranked #17.

SageOak Financial first reported a position in VOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q2 2026. 3,467 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

SageOak Financial held 1,370 shares of Vanguard S&P 500 ETF worth $960K as of Q3 2026.
SageOak Financial sold 314 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $219K.
Vanguard S&P 500 ETF made up 0.62% of SageOak Financial's portfolio in Q3 2026, its #17 holding.
SageOak Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 8 quarters since.
SageOak Financial's Vanguard S&P 500 ETF position peaked at $1.16M in Q2 2026.
3,467 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on SageOak Financial's 13F filing for Q3 2026, filed 19 Oct 2026.