Silver Oak Wealth Advisors Services’s Vanguard S&P 500 ETF VOO Stock Holding History

Silver Oak Wealth Advisors Services’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	$354K	Sell	515 -80	-13%	-$53.3K	0.21%	28
2026 Q1	$356K	Buy	595 +5	+0.8%	+$3.13K	0.23%	28
2025 Q4	$370K	Buy	590 +8	+1%	+$4.97K	0.24%	28
2025 Q3	$357K	Sell	582 -27	-4%	-$15.9K	0.24%	28
2025 Q2	$346K	Buy	609 +3	+0.5%	+$1.58K	0.25%	29
2025 Q1	$311K	Buy	606 +12	+2%	+$6.49K	0.28%	26
2024 Q4	$320K	Buy	+594	New	+$322K	0.28%	29

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 22.9% 1-Year Est. Return

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

Silver Oak Wealth Advisors Services's VOO Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services reduced its Vanguard S&P 500 ETF (VOO) stake by 13% in Q2 2026, selling an estimated $53.3K and leaving 515 shares worth $354K. The position accounts for 0.21% of the portfolio, ranked #28.

Silver Oak Wealth Advisors Services first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. The position peaked at $370K in Q4 2025. 4,018 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Silver Oak Wealth Advisors Services held 515 shares of Vanguard S&P 500 ETF worth $354K as of Q2 2026.
Silver Oak Wealth Advisors Services sold 80 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $53.3K.
Vanguard S&P 500 ETF made up 0.21% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #28 holding.
Silver Oak Wealth Advisors Services first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Silver Oak Wealth Advisors Services's Vanguard S&P 500 ETF position peaked at $370K in Q4 2025.
4,018 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.