Silver Oak Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Silver Oak Advisory 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 Q2	$257K	Buy	+376	New	+$251K	0.1%	70
2026 Q1	–	Sell	-332	Closed	-$208K	–	81
2025 Q4	$208K	Sell	332 -81	-20%	-$50.3K	0.09%	73
2025 Q3	$253K	Hold	413	–	–	0.11%	67
2025 Q2	$234K	Sell	413 -18	-4%	-$9.46K	0.11%	66
2025 Q1	$221K	Buy	431 +1	+0.2%	+$541	0.12%	60
2024 Q4	$231K	Buy	430 +2	+0.5%	+$1.08K	0.12%	56
2024 Q3	$226K	Buy	+428	New	+$218K	0.12%	62
2024 Q1	–	Sell	-660	Closed	-$288K	–	65
2023 Q4	$288K	Sell	660 -23	-3%	-$9.42K	0.17%	49
2023 Q3	$268K	Sell	683 -37	-5%	-$15.1K	0.17%	52
2023 Q2	$293K	Hold	720	–	–	0.19%	46
2023 Q1	$270K	Sell	720 -21	-3%	-$7.7K	0.18%	43
2022 Q4	$260K	Buy	+741	New	+$262K	0.18%	43
2022 Q3	–	Sell	-603	Closed	-$209K	–	55
2022 Q2	$209K	Hold	603	–	–	0.15%	54
2022 Q1	$250K	Buy	603 +1	+0.2%	+$409	0.16%	51
2021 Q4	$263K	Buy	+602	New	+$254K	0.17%	49

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Silver Oak Advisory Group's VOO Position: Q2 2026 in Review

Silver Oak Advisory Group opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 376 shares worth $257K. The stake represents 0.1% of the portfolio and ranks #70 among its holdings. This is a return to the name: Silver Oak Advisory Group previously reported a position in VOO as recently as Q4 2025.

Silver Oak Advisory Group first reported a position in VOO in Q4 2021 and has held it in 15 quarters since. The position peaked at $293K in Q2 2023. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Silver Oak Advisory Group held 376 shares of Vanguard S&P 500 ETF worth $257K as of Q2 2026.
Vanguard S&P 500 ETF was a new Silver Oak Advisory Group position in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of Silver Oak Advisory Group's portfolio in Q2 2026, its #70 holding.
Silver Oak Advisory Group first reported a position in Vanguard S&P 500 ETF in Q4 2021 and has held it in 15 quarters since.
Silver Oak Advisory Group's Vanguard S&P 500 ETF position peaked at $293K in Q2 2023.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.