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

SkyOak Wealth’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 		$3.21M Buy
4,672
+22
+0.5% +$14.7K 0.52% 50
2026
Q1 		$2.78M Buy
4,650
+9
+0.2% +$5.63K 0.51% 51
2025
Q4 		$2.91M Buy
4,641
+13
+0.3% +$8.08K 0.52% 50
2025
Q3 		$2.83M Buy
4,628
+7
+0.2% +$4.13K 0.54% 51
2025
Q2 		$2.62M Buy
4,621
+23
+0.5% +$12.1K 0.53% 53
2025
Q1 		$2.36M Sell
4,598
-12
-0.3% -$6.49K 0.52% 52
2024
Q4 		$2.48M Buy
4,610
+54
+1% +$29.2K 0.53% 52
2024
Q3 		$2.4M Buy
4,556
+106
+2% +$53.9K 0.53% 53
2024
Q2 		$2.23M Buy
4,450
+134
+3% +$64.5K 0.52% 50
2024
Q1 		$2.07M Buy
4,316
+109
+3% +$49.9K 0.5% 52
2023
Q4 		$1.84M Sell
4,207
-308
-7% -$126K 0.48% 54
2023
Q3 		$1.77M Sell
4,515
-77
-2% -$31.5K 0.52% 51
2023
Q2 		$1.87M Sell
4,592
-347
-7% -$134K 0.53% 49
2023
Q1 		$1.86M Sell
4,939
-63
-1% -$23.1K 0.57% 47
2022
Q4 		$1.76M Sell
5,002
-1,563
-24% -$552K 0.59% 47
2022
Q3 		$2.15M Buy
6,565
+227
+4% +$82.9K 0.77% 37
2022
Q2 		$2.2M Sell
6,338
-1,237
-16% -$466K 0.75% 39
2022
Q1 		$3.15M Sell
7,575
-294
-4% -$120K 0.87% 35
2021
Q4 		$3.44M Buy
+7,869
New +$3.32M 0.87% 33
2021
Q2 		– Sell
-522
Closed -$200K – 248
2021
Q1 		$200K Sell
522
-6,337
-92% -$2.25M 0.06% 222
2020
Q4 		$2.36M Sell
6,859
-11
-0.2% -$3.59K 0.73% 44
2020
Q3 		$2.11M Buy
+6,870
New +$2.09M 0.76% 39
2020
Q1 		– Sell
-2,096
Closed -$620K – 307
2019
Q4 		$620K Buy
+2,096
New +$593K 0.19% 123

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

SkyOak Wealth's VOO Position: Q2 2026 in Review

SkyOak Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 0.47% in Q2 2026, buying an estimated $14.7K and bringing the position to 4,672 shares worth $3.21M. The position accounts for 0.52% of the portfolio, ranked #50.

SkyOak Wealth first reported a position in VOO in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.44M in Q4 2021. 3,988 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • SkyOak Wealth held 4,672 shares of Vanguard S&P 500 ETF worth $3.21M as of Q2 2026.
  • SkyOak Wealth bought 22 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard S&P 500 ETF made up 0.52% of SkyOak Wealth's portfolio in Q2 2026, its #50 holding.
  • SkyOak Wealth first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 23 quarters since.
  • SkyOak Wealth's Vanguard S&P 500 ETF position peaked at $3.44M in Q4 2021.
  • 3,988 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.