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

Beaird Harris 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	$1.04M	Sell	4,733 -710	-13%	-$153K	0.07%	72
2026 Q1	$1.11M	Buy	5,443 +24	+0.4%	+$5.02K	0.08%	74
2025 Q4	$1.11M	Buy	5,419 +24	+0.4%	+$4.86K	0.08%	69
2025 Q3	$1.08M	Buy	5,395 +25	+0.5%	+$4.85K	0.08%	67
2025 Q2	$1.01M	Buy	5,370 +24	+0.4%	+$4.32K	0.08%	65
2025 Q1	$985K	Buy	5,346 +9	+0.2%	+$1.68K	0.08%	62
2024 Q4	$985K	Sell	5,337 -363	-6%	-$69.6K	0.09%	64
2024 Q3	$1.09M	Buy	5,700 +5,510	+2,900%	+$1.01M	0.1%	62
2024 Q2	$33.4K	Hold	190	–	–	﹤0.01%	257
2024 Q1	$34.3K	Hold	190	–	–	﹤0.01%	232
2023 Q4	$31.9K	Hold	190	–	–	﹤0.01%	218
2023 Q3	$28.3K	Hold	190	–	–	﹤0.01%	205
2023 Q2	$29.6K	Hold	190	–	–	﹤0.01%	202
2023 Q1	$27.9K	Hold	190	–	–	0.01%	205
2022 Q4	$26.6K	Hold	190	–	–	0.01%	224
2022 Q3	$24K	Sell	190 -150	-44%	-$20.5K	0.01%	220
2022 Q2	$45K	Hold	340	–	–	0.01%	144
2022 Q1	$51K	Hold	340	–	–	0.02%	190
2021 Q4	$51K	Buy	+340	New	+$50K	0.02%	236

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

Beaird Harris Wealth Management's VOOV Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 13% in Q2 2026, selling an estimated $153K and leaving 4,733 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #72.

Beaird Harris Wealth Management first reported a position in VOOV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2025. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Beaird Harris Wealth Management held 4,733 shares of Vanguard S&P 500 Value ETF worth $1.04M as of Q2 2026.
Beaird Harris Wealth Management sold 710 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $153K.
Vanguard S&P 500 Value ETF made up 0.07% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #72 holding.
Beaird Harris Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
Beaird Harris Wealth Management's Vanguard S&P 500 Value ETF position peaked at $1.11M in Q4 2025.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.