AlphaCore Capital’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

AlphaCore Capital’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	$86.8K	Sell	396 -10	-2%	-$2.16K	﹤0.01%	1232
2026 Q1	$82.7K	Sell	406 -33	-8%	-$6.91K	﹤0.01%	959
2025 Q4	$89.9K	Sell	439 -12	-3%	-$2.43K	﹤0.01%	1104
2025 Q3	$90K	Sell	451 -1	-0.2%	-$194	﹤0.01%	815
2025 Q2	$85.3K	Buy	452 +8	+2%	+$1.44K	﹤0.01%	735
2025 Q1	$81.8K	Buy	+444	New	+$83.1K	0.01%	543
2023 Q4	–	Sell	-284	Closed	-$42.2K	–	417
2023 Q3	$42.2K	Buy	+284	New	+$44.4K	0.01%	278

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

AlphaCore Capital's VOOV Position: Q2 2026 in Review

AlphaCore Capital reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 2.5% in Q2 2026, selling an estimated $2.16K and leaving 396 shares worth $86.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

AlphaCore Capital first reported a position in VOOV in Q3 2023 and has held it in 7 quarters since. The position peaked at $90K in Q3 2025. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

AlphaCore Capital held 396 shares of Vanguard S&P 500 Value ETF worth $86.8K as of Q2 2026.
AlphaCore Capital sold 10 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $2.16K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1232 holding.
AlphaCore Capital first reported a position in Vanguard S&P 500 Value ETF in Q3 2023 and has held it in 7 quarters since.
AlphaCore Capital's Vanguard S&P 500 Value ETF position peaked at $90K in Q3 2025.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.