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

Silver Oak Securities’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 		$4.46M Sell
7,470
-5,544
-43% -$3.47M 0.33% 63
2025
Q4 		$8.22M Buy
13,014
+1,548
+14% +$962K 0.56% 41
2025
Q3 		$7.02M Buy
11,466
+3,389
+42% +$2M 0.53% 44
2025
Q2 		$4.59M Buy
8,077
+769
+11% +$404K 0.37% 58
2025
Q1 		$3.73M Sell
7,308
-20
-0.3% -$10.8K 0.34% 67
2024
Q4 		$3.96M Buy
7,328
+734
+11% +$398K 0.37% 64
2024
Q3 		$3.41M Sell
6,594
-870
-12% -$442K 0.36% 65
2024
Q2 		$3.73M Buy
7,464
+3,054
+69% +$1.47M 0.56% 46
2024
Q1 		$2.12M Buy
4,410
+1,281
+41% +$586K 0.32% 74
2023
Q4 		$1.37M Buy
3,129
+297
+10% +$122K 0.18% 128
2023
Q3 		$1.11M Sell
2,832
-249
-8% -$102K 0.24% 77
2023
Q2 		$1.25M Sell
3,081
-134
-4% -$51.7K 0.2% 104
2023
Q1 		$1.21M Sell
3,215
-693
-18% -$254K 0.2% 95
2022
Q4 		$1.37M Buy
3,908
+1,076
+38% +$380K 0.26% 74
2022
Q3 		$1.11M Sell
2,832
-962
-25% -$351K 0.24% 77
2022
Q2 		$1.38M Buy
3,794
+1,085
+40% +$409K 0.31% 63
2022
Q1 		$1.11M Buy
+2,709
New +$1.11M 0.23% 104

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

Silver Oak Securities's VOO Position: Q1 2026 in Review

Silver Oak Securities reduced its Vanguard S&P 500 ETF (VOO) stake by 43% in Q1 2026, selling an estimated $3.47M and leaving 7,470 shares worth $4.46M. The position accounts for 0.33% of the portfolio, ranked #63.

Silver Oak Securities first reported a position in VOO in Q1 2022 and has held it in 17 quarters since. The position peaked at $8.22M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Silver Oak Securities held 7,470 shares of Vanguard S&P 500 ETF worth $4.46M as of Q1 2026.
  • Silver Oak Securities sold 5,544 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.47M.
  • Vanguard S&P 500 ETF made up 0.33% of Silver Oak Securities's portfolio in Q1 2026, its #63 holding.
  • Silver Oak Securities first reported a position in Vanguard S&P 500 ETF in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's Vanguard S&P 500 ETF position peaked at $8.22M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.