AG
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AmeriFlex Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

AmeriFlex Group’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 		$70.6K Buy
322
+1
+0.3% +$216 0.03% 412
2026
Q1 		$65.4K Buy
321
+2
+0.6% +$419 0.03% 375
2025
Q4 		$65.4K Sell
319
-47
-13% -$9.52K 0.03% 364
2025
Q3 		$72.9K Buy
366
+47
+15% +$9.12K 0.03% 391
2025
Q2 		$59.7K Sell
319
-4
-1% -$720 0.03% 354
2025
Q1 		$59.5K Sell
323
-18
-5% -$3.37K 0.02% 428
2024
Q4 		$64.7K Buy
+341
New +$65.4K 0.03% 386

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

AmeriFlex Group's VOOV Position: Q2 2026 in Review

AmeriFlex Group increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.31% in Q2 2026, buying an estimated $216 and bringing the position to 322 shares worth $70.6K. The position accounts for 0.03% of the portfolio, ranked #412.

AmeriFlex Group first reported a position in VOOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $72.9K in Q3 2025. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • AmeriFlex Group held 322 shares of Vanguard S&P 500 Value ETF worth $70.6K as of Q2 2026.
  • AmeriFlex Group bought 1 Vanguard S&P 500 Value ETF share in Q2 2026, an estimated $216.
  • Vanguard S&P 500 Value ETF made up 0.03% of AmeriFlex Group's portfolio in Q2 2026, its #412 holding.
  • AmeriFlex Group first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's Vanguard S&P 500 Value ETF position peaked at $72.9K in Q3 2025.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.