SilverOak Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

SilverOak Wealth Management’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	$109M	Buy	158,557 +913	+0.6%	+$609K	14.02%	1
2026 Q1	$94.2M	Buy	157,644 +1,393	+0.9%	+$871K	14.89%	1
2025 Q4	$98M	Sell	156,251 -1,305	-0.8%	-$811K	15.36%	1
2025 Q3	$96.5M	Sell	157,556 -214	-0.1%	-$126K	16.28%	1
2025 Q2	$89.6M	Buy	157,770 +610	+0.4%	+$321K	16.82%	1
2025 Q1	$80.8M	Buy	157,160 +2,665	+2%	+$1.44M	17.46%	1
2024 Q4	$83.2M	Buy	154,495 +1,466	+1%	+$794K	17.91%	1
2024 Q3	$80.7M	Sell	153,029 -2,994	-2%	-$1.52M	18.11%	1
2024 Q2	$78M	Buy	156,023 +1,176	+0.8%	+$566K	18.74%	1
2024 Q1	$74.4M	Sell	154,847 -1,268	-0.8%	-$580K	18.49%	1
2023 Q4	$68.2M	Buy	+156,115	New	+$63.9M	18.43%	1

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

SilverOak Wealth Management's VOO Position: Q2 2026 in Review

SilverOak Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 0.58% in Q2 2026, buying an estimated $609K and bringing the position to 158,557 shares worth $109M. The position accounts for 14.02% of the portfolio, ranked #1.

SilverOak Wealth Management first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 3,983 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

SilverOak Wealth Management held 158,557 shares of Vanguard S&P 500 ETF worth $109M as of Q2 2026.
SilverOak Wealth Management bought 913 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $609K.
Vanguard S&P 500 ETF made up 14.02% of SilverOak Wealth Management's portfolio in Q2 2026, its #1 holding.
SilverOak Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
3,983 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.