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Vanguard S&p 500 Etf idx shares owned by Heritage Oak Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Heritage Oak Wealth Advisors from 13F filings

Historical chart of Heritage Oak Wealth Advisors investment in Vanguard S&p 500 Etf idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard S&p 500 Etf idx held by Heritage Oak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $261k 379 687.25
2025-03-31 $202k 392 513.91
2024-09-30 $1.2M 2.2k 527.67

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Managed Portfolio Ser Kens He Prem Etf (KHPI)
Managed Portfolio Ser Kens Cr Oppo Etf (KAMO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str Rate Etf (FLRN)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Apple (AAPL)
Advanced Micro Devices (AMD)
Vaneck Etf Trust Semiconductr Etf (SMH)
Micron Technology (MU)
Vaneck Etf Trust Clo Etf (CLOI)
Ishares Tr Us Br Del Se Etf (IAI)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Raymond James Financial
CalPERS
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Goldman Sachs Group
Envestnet Asset Management
Royal Bank of Canada
Acorns Advisers
Susquehanna International
Teacher Retirement System Of Texas
LPL Financial
Wells Fargo & Company

View all funds holding Vanguard S&p 500 Etf idx