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Vanguard S&p 500 Etf idx shares owned by Oak Barrel Wealth Advisory

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

Historical chart of Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory 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 Oak Barrel Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $535k 852 627.49

More positions owned by Oak Barrel Wealth Advisory

Putnam Etf Trust Focused Lar Cap (PVAL)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Global Tech Etf (IXN)
Apple (AAPL)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)

View all positions for Oak Barrel Wealth Advisory

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Global Advisers
Vanguard Group
CalPERS
Raymond James Financial
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jones Financial Companies, L.L
Envestnet Asset Management
Acorns Advisers
Natixis
Royal Bank of Canada
LPL Financial
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Vanguard S&p 500 Etf idx