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

Arkadios 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	$232K	Sell	1,060 -151	-12%	-$32.6K	﹤0.01%	1550
2026 Q1	$247K	Sell	1,211 -650	-35%	-$136K	﹤0.01%	1466
2025 Q4	$381K	Sell	1,861 -221	-11%	-$44.8K	0.01%	1144
2025 Q3	$415K	Sell	2,082 -18	-0.9%	-$3.49K	0.01%	1016
2025 Q2	$396K	Buy	2,100 +234	+13%	+$42.1K	0.01%	945
2025 Q1	$344K	Sell	1,866 -236	-11%	-$44.2K	0.01%	853
2024 Q4	$388K	Buy	2,102 +762	+57%	+$146K	0.02%	639
2024 Q3	$256K	Buy	1,340 +4	+0.3%	+$734	0.01%	769
2024 Q2	$235K	Sell	1,336 -457	-25%	-$80.6K	0.02%	717
2024 Q1	$324K	Sell	1,793 -197	-10%	-$33.9K	0.03%	515
2023 Q4	$334K	Buy	1,990 +134	+7%	+$20.8K	0.03%	482
2023 Q3	$276K	Buy	+1,856	New	+$290K	0.03%	515

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

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

Arkadios Wealth Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 12% in Q2 2026, selling an estimated $32.6K and leaving 1,060 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1550.

Arkadios Wealth Advisors first reported a position in VOOV in Q3 2023 and has held it in 12 quarters since. The position peaked at $415K in Q3 2025. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Arkadios Wealth Advisors held 1,060 shares of Vanguard S&P 500 Value ETF worth $232K as of Q2 2026.
Arkadios Wealth Advisors sold 151 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $32.6K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1550 holding.
Arkadios Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
Arkadios Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $415K in Q3 2025.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.