BHK Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

BHK Investment 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 Q1	$509K	Hold	2,500	–	–	0.17%	56
2025 Q4	$512K	Hold	2,500	–	–	0.17%	51
2025 Q3	$499K	Hold	2,500	–	–	0.19%	45
2025 Q2	$472K	Hold	2,500	–	–	0.18%	45
2025 Q1	$460K	Hold	2,500	–	–	0.19%	43
2024 Q4	$461K	Hold	2,500	–	–	0.17%	45
2024 Q3	$477K	Hold	2,500	–	–	0.18%	49
2024 Q2	$439K	Hold	2,500	–	–	0.17%	48
2024 Q1	$451K	Buy	+2,500	New	+$430K	0.17%	47
2023 Q3	–	Sell	-2,500	Closed	-$389K	–	61
2023 Q2	$389K	Hold	2,500	–	–	0.17%	47
2023 Q1	$367K	Buy	+2,500	New	+$365K	0.16%	49
2022 Q4	–	Sell	-2,500	Closed	-$310K	–	65
2022 Q3	$310K	Hold	2,500	–	–	0.16%	53
2022 Q2	$332K	Hold	2,500	–	–	0.15%	53
2022 Q1	$377K	Hold	2,500	–	–	0.16%	50
2021 Q4	$379K	Hold	2,500	–	–	0.15%	49
2021 Q3	$352K	Hold	2,500	–	–	0.15%	47
2021 Q2	$357K	Hold	2,500	–	–	0.15%	50
2021 Q1	$309K	Hold	2,500	–	–	0.14%	54
2020 Q4	$309K	Hold	2,500	–	–	0.14%	52
2020 Q3	$272K	Hold	2,500	–	–	0.15%	50
2020 Q2	$261K	Hold	2,500	–	–	0.15%	49
2020 Q1	$233K	Hold	2,500	–	–	0.17%	45
2019 Q4	$314K	Hold	2,500	–	–	0.18%	43
2019 Q3	$287K	Hold	2,500	–	–	0.17%	64
2019 Q2	$281K	Hold	2,500	–	–	0.16%	73
2019 Q1	$272K	Hold	2,500	–	–	0.17%	73
2018 Q4	$244K	Hold	2,500	–	–	0.18%	60
2018 Q3	$279K	Hold	2,500	–	–	0.19%	60
2018 Q2	$266K	Hold	2,500	–	–	0.19%	60
2018 Q1	$264K	Hold	2,500	–	–	0.19%	52
2017 Q4	$275K	Buy	+2,500	New	+$267K	0.23%	43

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

BHK Investment Advisors's VOOV Position: Q1 2026 in Review

BHK Investment Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q1 2026 at 2,500 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #56.

BHK Investment Advisors first reported a position in VOOV in Q4 2017 and has held it in 31 quarters since. The position peaked at $512K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

BHK Investment Advisors held 2,500 shares of Vanguard S&P 500 Value ETF worth $509K as of Q1 2026.
BHK Investment Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Value ETF made up 0.17% of BHK Investment Advisors's portfolio in Q1 2026, its #56 holding.
BHK Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2017 and has held it in 31 quarters since.
BHK Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $512K in Q4 2025.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on BHK Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.