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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SageOak Financial's VOO Position: Q2 2026 in Review

SageOak Financial held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 1,684 shares worth $1.16M. The position accounts for 0.75% of the portfolio, ranked #16.

SageOak Financial first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 847 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SageOak Financial held 1,684 shares of Vanguard S&P 500 ETF worth $1.16M as of Q2 2026.
  • SageOak Financial left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.75% of SageOak Financial's portfolio in Q2 2026, its #16 holding.
  • SageOak Financial first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 847 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.