Capital Analysts LLC’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Capital Analysts LLC’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	$52K	Buy	237 +1	+0.4%	+$216	﹤0.01%	988
2026 Q1	$48K	Buy	236 +1	+0.4%	+$209	﹤0.01%	948
2025 Q4	$48K	Buy	235 +1	+0.4%	+$202	﹤0.01%	926
2025 Q3	$47K	Buy	+234	New	+$45.4K	﹤0.01%	897
2016 Q1	–	Sell	-1,427	Closed	-$122K	–	420
2015 Q4	$122K	Buy	+1,427	New	+$123K	0.02%	199

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 Analysts LLC's VOOV Position: Q2 2026 in Review

Capital Analysts LLC increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.42% in Q2 2026, buying an estimated $216 and bringing the position to 237 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Capital Analysts LLC first reported a position in VOOV in Q4 2015 and has held it in 5 quarters since. The position peaked at $122K in Q4 2015. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Capital Analysts LLC held 237 shares of Vanguard S&P 500 Value ETF worth $52K as of Q2 2026.
Capital Analysts LLC bought 1 Vanguard S&P 500 Value ETF share in Q2 2026, an estimated $216.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #988 holding.
Capital Analysts LLC first reported a position in Vanguard S&P 500 Value ETF in Q4 2015 and has held it in 5 quarters since.
Capital Analysts LLC's Vanguard S&P 500 Value ETF position peaked at $122K in Q4 2015.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.