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A4 Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

A4 Wealth Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$312K Sell
1,422
-309
-18% -$66.7K 0.21% 68
2026
Q1 		$353K Buy
1,731
+18
+1% +$3.77K 0.29% 59
2025
Q4 		$351K Sell
1,713
-320
-16% -$64.8K 0.3% 69
2025
Q3 		$406K Buy
+2,033
New +$395K 0.34% 80

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

A4 Wealth Advisors's VOOV Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 18% in Q2 2026, selling an estimated $66.7K and leaving 1,422 shares worth $312K. The position accounts for 0.21% of the portfolio, ranked #68.

A4 Wealth Advisors first reported a position in VOOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $406K in Q3 2025. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • A4 Wealth Advisors held 1,422 shares of Vanguard S&P 500 Value ETF worth $312K as of Q2 2026.
  • A4 Wealth Advisors sold 309 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $66.7K.
  • Vanguard S&P 500 Value ETF made up 0.21% of A4 Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • A4 Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $406K in Q3 2025.
  • 456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.