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Vanguard S&p 500 Etf idx shares owned by Live Oak Private Wealth

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

Historical chart of Live Oak Private Wealth 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 Live Oak Private Wealth 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 Live Oak Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 358 612.38
2025-06-30 $238k 418 568.58
2025-03-31 $215k 418 514.41