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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Silver Oak Wealth Advisors Services's VOO Position: Q1 2026 in Review

Silver Oak Wealth Advisors Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.85% in Q1 2026, buying an estimated $3.13K and bringing the position to 595 shares worth $356K. The position accounts for 0.23% of the portfolio, ranked #28.

Silver Oak Wealth Advisors Services first reported a position in VOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $370K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Silver Oak Wealth Advisors Services held 595 shares of Vanguard S&P 500 ETF worth $356K as of Q1 2026.
Silver Oak Wealth Advisors Services bought 5 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.13K.
Vanguard S&P 500 ETF made up 0.23% of Silver Oak Wealth Advisors Services's portfolio in Q1 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 6 quarters since.
Silver Oak Wealth Advisors Services's Vanguard S&P 500 ETF position peaked at $370K 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 Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.