Oakworth Capital, Inc. VOO — VAGUARD S&P500 ETF

Ownership history in Oakworth Capital, Inc.  ·  20 quarters on record

AI Ownership Summary

Oakworth Capital, Inc. reported VAGUARD S&P500 ETF (VOO) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.7% in 2025 Q2. The latest visible filing shows VOO at 1.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VOO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Oakworth Capital, Inc.'s position in VAGUARD S&P500 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VOO was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VOO stock page Oakworth Capital, Inc. fund profile Oakworth Capital, Inc. full holdings
How Oakworth Capital, Inc. held VOO — position size vs. price
% of Fund (quarterly)    VOO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 47,133 +572 +1.2% 1.49% $28.2M 2026-04-24 $656.42
2025 Q4 ADDED — — — 46,561 +664 +1.4% 1.59% $29.2M 2026-01-30 $634.22
2025 Q3 REDUCED — — — 45,897 -569 -1.2% 1.62% $28.1M 2025-11-04 $617.29
2025 Q2 ADDED — — — 46,466 +46,293 +26759.0% 1.70% $26.4M 2025-07-17 $572.10
2025 Q1 REDUCED 6.5% +10.9% ❌ 173 -12 -6.5% 0.01% $89K 2025-04-24 $496.46
2024 Q4 UNCHANGED — — — 185 — 0% 0.01% $100K 2025-01-27 $542.82
2024 Q3 REDUCED 12.7% +2.9% ❌ 185 -27 -12.7% 0.01% $98K 2024-10-21 $526.66
2024 Q2 UNCHANGED — — — 212 — 0% 0.01% $106K 2024-07-19 $493.73
2024 Q1 ADDED — — — 212 +17 +8.7% 0.01% $102K 2024-04-22 $447.61
2023 Q4 REDUCED 7.6% +10.3% ❌ 195 -16 -7.6% 0.01% $85K 2024-01-31 $431.38
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VOO

As of 2026 Q1 — sorted by position size

Trevian Wealth Management LLC 3Y 44.76% Rolek Wealth Management LLC 42.72% Safir Wealth Advisors, LLC 3Y 40.34% P/E Global LLC 3Y 40.26% STRATEGIC ADVISORY PARTNERS, LLC 35.34% Ground Swell Capital, LLC 3Y 7Y 35.15% GoalVest Advisory LLC 3Y 33.51% Wiser Wealth Management, Inc 3Y 31.45% Global Wealth Strategies & Associates 3Y 30.06% HighRoad Wealth Advisors, LLC 29.95%

FAQ About Oakworth Capital, Inc. and VOO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Oakworth Capital, Inc. reported owning VOO?

Oakworth Capital, Inc. reported VOO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VOO position in Oakworth Capital, Inc.'s portfolio?

The largest reported portfolio weight for VOO was 1.70% in 2025 Q2.

What is the latest reported VOO position on this page?

The most recent filing on this page is 2026 Q1, when Oakworth Capital, Inc. reported 47,133 shares, equal to 1.49% of portfolio, with an estimated market value of $28.2M.

What does the chart on this VOO ownership page compare?

The chart compares Oakworth Capital, Inc.'s quarterly VOO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Oakworth Capital, Inc. time their VOO position?

Based on 13F filing dates vs. subsequent VOO price moves, Oakworth Capital, Inc. correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on VOO relative to SPY over the holding period was +1.1%.

← Back to Oakworth Capital, Inc. Holdings