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

Capital Advisors 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	$1.19M	Buy	5,437 +23	+0.4%	+$4.96K	0.14%	90
2026 Q1	$1.1M	Buy	5,414 +24	+0.4%	+$5.02K	0.15%	84
2025 Q4	$1.1M	Buy	5,390 +25	+0.5%	+$5.06K	0.15%	81
2025 Q3	$1.07M	Buy	5,365 +25	+0.5%	+$4.85K	0.15%	76
2025 Q2	$1.01M	Buy	5,340 +24	+0.5%	+$4.32K	0.16%	73
2025 Q1	$979K	Buy	5,316 +25	+0.5%	+$4.68K	0.17%	67
2024 Q4	$976K	Buy	5,291 +58	+1%	+$11.1K	0.17%	67
2024 Q3	$998K	Buy	5,233 +30	+0.6%	+$5.51K	0.18%	62
2024 Q2	$915K	Hold	5,203	–	–	0.18%	61
2024 Q1	$939K	Buy	5,203 +22	+0.4%	+$3.78K	0.19%	58
2023 Q4	$870K	Buy	5,181 +52	+1%	+$8.08K	0.2%	62
2023 Q3	$763K	Buy	5,129 +23	+0.5%	+$3.59K	0.2%	62
2023 Q2	$795K	Hold	5,106	–	–	0.2%	63
2023 Q1	$749K	Buy	5,106 +20	+0.4%	+$2.92K	0.21%	65
2022 Q4	$712K	Buy	5,086 +65	+1%	+$8.97K	0.22%	60
2022 Q3	$623K	Hold	5,021	–	–	0.21%	58
2022 Q2	$667K	Buy	5,021 +27	+0.5%	+$3.86K	0.22%	53
2022 Q1	$753K	Buy	4,994 +19	+0.4%	+$2.83K	0.23%	57
2021 Q4	$753K	Buy	+4,975	New	+$732K	0.23%	59

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

Capital Advisors Wealth Management's VOOV Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.42% in Q2 2026, buying an estimated $4.96K and bringing the position to 5,437 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #90.

Capital Advisors Wealth Management first reported a position in VOOV in Q4 2021 and has held it in 19 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Capital Advisors Wealth Management held 5,437 shares of Vanguard S&P 500 Value ETF worth $1.19M as of Q2 2026.
Capital Advisors Wealth Management bought 23 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $4.96K.
Vanguard S&P 500 Value ETF made up 0.14% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #90 holding.
Capital Advisors Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 19 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.