Action Point Financial Planning’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Action Point Financial Planning’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	$51.8K	Buy	+236	New	+$50.9K	0.01%	800

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's VOOV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 236 shares worth $51.8K. The stake represents 0.01% of the portfolio and ranks #800 among its holdings.

450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Action Point Financial Planning held 236 shares of Vanguard S&P 500 Value ETF worth $51.8K as of Q2 2026.
Vanguard S&P 500 Value ETF was a new Action Point Financial Planning position in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #800 holding.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.