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

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

Historical chart of 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 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 Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $841k 1.4k 612.38
2025-06-30 $745k 1.3k 568.03

More positions owned by Oak Wealth Advisors

American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Dimensional Etf Trust Us Equity Market (DFUS)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Oak Wealth 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