Abound Wealth Management
VOOV icon

Abound Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Abound Wealth Management’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
Q3 		$125K Buy
568
+538
+1,793% +$121K 0.02% 149
2026
Q2 		$6.53K Buy
30
+8
+36% +$1.73K ﹤0.01% 549
2026
Q1 		$4.55K Buy
+22
New +$4.6K ﹤0.01% 751
2025
Q4 		– Sell
-30
Closed -$5.98K – 1498
2025
Q3 		$5.98K Hold
30
– – ﹤0.01% 605
2025
Q2 		$5.66K Buy
+30
New +$5.4K ﹤0.01% 549

Other funds holding VOOV

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
MMA Asset Management
MMA Asset Management Conshohocken, Pennsylvania $315M AUM 13% 1-Year Est. Return

Abound Wealth Management's VOOV Position: Q3 2026 in Review

Abound Wealth Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 1,793% in Q3 2026, buying an estimated $121K and bringing the position to 568 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #149.

Abound Wealth Management first reported a position in VOOV in Q2 2025 and has held it in 5 quarters since. 335 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

  • Abound Wealth Management held 568 shares of Vanguard S&P 500 Value ETF worth $125K as of Q3 2026.
  • Abound Wealth Management bought 538 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $121K.
  • Vanguard S&P 500 Value ETF made up 0.02% of Abound Wealth Management's portfolio in Q3 2026, its #149 holding.
  • Abound Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 335 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.