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

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

Historical chart of Oak Family 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 Oak Family 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 Oak Family Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $432k 705 612.38
2025-06-30 $378k 665 568.03

More positions owned by Oak Family Advisors

Spdr S&p 500 Etf Trust Etf (SPY)
Taiwan Semiconductor Mfg Adr (TSM)
Invesco Qqq Trust Series I Etf (QQQ)
Boeing Stock (BA)
Qualcomm Stock (QCOM)
Astrazeneca Adr (AZN)
Global X Defense Tech Etf Etf (SHLD)
Jpmorgan Chase & Co Stock (JPM)
Reaves Util Income Fd Com Sh Ben Int Cef (UTG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Novo-nordisk A S Adr (NVO)
Zimmer Biomet Holdings Stock (ZBH)
Generac Hldgs Stock (GNRC)
Docusign Stock (DOCU)
Rtx Corporation Stock (RTX)

View all positions for Oak Family Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Canerector
Jpmorgan Chase & Co
CalPERS
Morgan Stanley
Jones Financial Companies, L.L
Goldman Sachs Group
Acorns Advisers
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Mercer Global Advisors
HPM Partners

View all funds holding Vanguard S&p 500 Etf idx