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Vanguard S&p 500 Etf idx shares owned by SageOak Financial

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

Historical chart of SageOak Financial investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by SageOak Financial 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 SageOak Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $965k 1.6k 612.38
2025-06-30 $703k 1.2k 568.03
2025-03-31 $636k 1.2k 513.91

More positions owned by SageOak Financial

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Global Cr Etf (DGCB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Tidal Trust I SP FDS S&P 500 (SPUS)
Dimensional Etf Trust Global Real Est (DFGR)
Strategy Eventide Us Mrkt (ESUM)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for SageOak Financial

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