Avantax Advisory Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Avantax Advisory Services’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
2025 Q2	$71.1M	Buy	377,023 +4,112	+1%	+$741K	0.39%	35
2025 Q1	$68.7M	Buy	372,911 +32,134	+9%	+$6.01M	0.42%	34
2024 Q4	$62.9M	Buy	340,777 +75,886	+29%	+$14.6M	0.39%	34
2024 Q3	$50.5M	Buy	264,891 +53,627	+25%	+$9.85M	0.33%	42
2024 Q2	$37.1M	Buy	211,264 +46,195	+28%	+$8.14M	0.26%	52
2024 Q1	$29.8M	Buy	165,069 +106,520	+182%	+$18.3M	0.26%	53
2023 Q4	$9.83M	Buy	58,549 +17,574	+43%	+$2.73M	0.1%	167
2023 Q3	$6.09M	Sell	40,975 -525	-1%	-$82K	0.07%	216
2023 Q2	$6.46M	Buy	41,500 +1,628	+4%	+$242K	0.07%	205
2023 Q1	$5.85M	Buy	39,872 +2,908	+8%	+$424K	0.07%	215
2022 Q4	$5.18M	Sell	36,964 -547	-1%	-$75.5K	0.07%	219
2022 Q3	$4.66M	Buy	37,511 +1,177	+3%	+$161K	0.07%	214
2022 Q2	$4.83M	Buy	36,334 +4,297	+13%	+$614K	0.07%	203
2022 Q1	$4.84M	Buy	32,037 +5,479	+21%	+$815K	0.07%	218
2021 Q4	$4.02M	Buy	26,558 +3,137	+13%	+$461K	0.06%	232
2021 Q3	$3.29M	Buy	23,421 +5,857	+33%	+$844K	0.05%	254
2021 Q2	$2.5M	Buy	17,564 +9,763	+125%	+$1.39M	0.05%	287
2021 Q1	$1.07M	Buy	+7,801	New	+$1.02M	0.02%	413

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Avantax Advisory Services's VOOV Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard S&P 500 Value ETF (VOOV) stake by 1.1% in Q2 2025, buying an estimated $741K and bringing the position to 377,023 shares worth $71.1M. The position accounts for 0.39% of the portfolio, ranked #35.

Avantax Advisory Services first reported a position in VOOV in Q1 2021 and has held it in 18 quarters since. 405 funds tracked by Wall St. Rank hold VOOV as of Q2 2025.

Avantax Advisory Services held 377,023 shares of Vanguard S&P 500 Value ETF worth $71.1M as of Q2 2025.
Avantax Advisory Services bought 4,112 Vanguard S&P 500 Value ETF shares in Q2 2025, an estimated $741K.
Vanguard S&P 500 Value ETF made up 0.39% of Avantax Advisory Services's portfolio in Q2 2025, its #35 holding.
Avantax Advisory Services first reported a position in Vanguard S&P 500 Value ETF in Q1 2021 and has held it in 18 quarters since.
405 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.