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Axxcess Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Axxcess Wealth Management’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 		$513K Buy
+2,339
New +$505K 0.01% 713
2026
Q1 		– Sell
-2,429
Closed -$498K – 986
2025
Q4 		$498K Sell
2,429
-195
-7% -$39.5K 0.01% 702
2025
Q3 		$523K Sell
2,624
-76
-3% -$14.8K 0.01% 612
2025
Q2 		$510K Buy
2,700
+570
+27% +$103K 0.01% 591
2025
Q1 		$392K Buy
2,130
+64
+3% +$12K 0.01% 602
2024
Q4 		$381K Buy
2,066
+288
+16% +$55.2K 0.01% 607
2024
Q3 		$339K Buy
1,778
+440
+33% +$80.8K 0.01% 653
2024
Q2 		$235K Buy
+1,338
New +$236K 0.01% 735

Other funds holding VOOV

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MAM
MMA Asset Management Conshohocken, Pennsylvania $314M AUM 20.27% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Axxcess Wealth Management's VOOV Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 2,339 shares worth $513K. The stake represents 0.01% of the portfolio and ranks #713 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VOOV as recently as Q4 2025.

Axxcess Wealth Management first reported a position in VOOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $523K in Q3 2025. 269 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Axxcess Wealth Management held 2,339 shares of Vanguard S&P 500 Value ETF worth $513K as of Q2 2026.
  • Vanguard S&P 500 Value ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard S&P 500 Value ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #713 holding.
  • Axxcess Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Axxcess Wealth Management's Vanguard S&P 500 Value ETF position peaked at $523K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.