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West Oak Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

West Oak Capital’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
2025
Q3 		$570 Hold
93
– – 0.02% 157
2025
Q2 		$528 Buy
93
+9
+11% +$4.73K 0.02% 166
2025
Q1 		$432 Sell
84
-53
-39% -$28.7K 0.02% 178
2024
Q4 		$738K Hold
137
– – 0.03% 162
2024
Q3 		$723 Buy
137
+1
+0.7% +$508 0.01% 165
2024
Q2 		$68K Buy
+136
New +$65.4K 0.03% 167

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

West Oak Capital's VOO Position: Q3 2025 in Review

West Oak Capital held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2025 at 93 shares worth $570. The position accounts for 0.02% of the portfolio, ranked #157.

West Oak Capital first reported a position in VOO in Q2 2024 and has held it in 6 quarters since. The position peaked at $738K in Q4 2024. 3,461 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • West Oak Capital held 93 shares of Vanguard S&P 500 ETF worth $570 as of Q3 2025.
  • West Oak Capital left its Vanguard S&P 500 ETF share count unchanged in Q3 2025.
  • Vanguard S&P 500 ETF made up 0.02% of West Oak Capital's portfolio in Q3 2025, its #157 holding.
  • West Oak Capital first reported a position in Vanguard S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
  • West Oak Capital's Vanguard S&P 500 ETF position peaked at $738K in Q4 2024.
  • 3,461 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.