BFP
VOOV icon

Birchwood Financial Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Birchwood Financial Partners’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 		$36.8K Buy
168
+1
+0.6% +$216 0.03% 202
2026
Q1 		$34K Hold
167
– – 0.03% 203
2025
Q4 		$34.2K Buy
+167
New +$33.8K 0.03% 200

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Birchwood Financial Partners's VOOV Position: Q2 2026 in Review

Birchwood Financial Partners increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.6% in Q2 2026, buying an estimated $216 and bringing the position to 168 shares worth $36.8K. The position accounts for 0.03% of the portfolio, ranked #202.

Birchwood Financial Partners first reported a position in VOOV in Q4 2025 and has held it in 3 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Birchwood Financial Partners held 168 shares of Vanguard S&P 500 Value ETF worth $36.8K as of Q2 2026.
  • Birchwood Financial Partners bought 1 Vanguard S&P 500 Value ETF share in Q2 2026, an estimated $216.
  • Vanguard S&P 500 Value ETF made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #202 holding.
  • Birchwood Financial Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.