OCL
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OceanIQ Capital, LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

OceanIQ Capital, LLC’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 		$1.25M Buy
+1,764
New +$1.18M 0.76% 21

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

OceanIQ Capital, LLC's VOO Position: Q2 2026 in Review

OceanIQ Capital, LLC opened a new position in Vanguard S&P 500 ETF (VOO) in Q2 2026: 1,764 shares worth $1.25M. The stake represents 0.76% of the portfolio and ranks #21 among its holdings.

3,691 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • OceanIQ Capital, LLC held 1,764 shares of Vanguard S&P 500 ETF worth $1.25M as of Q2 2026.
  • Vanguard S&P 500 ETF was a new OceanIQ Capital, LLC position in Q2 2026.
  • Vanguard S&P 500 ETF made up 0.76% of OceanIQ Capital, LLC's portfolio in Q2 2026, its #21 holding.
  • 3,691 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on OceanIQ Capital, LLC's 13F filing for Q2 2026, filed 12 Aug 2026.