Chapin Davis’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Chapin Davis’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	$230K	Hold	1,047	–	–	0.04%	227
2026 Q1	$213K	Hold	1,047	–	–	0.05%	244
2025 Q4	$214K	Hold	1,047	–	–	0.05%	228
2025 Q3	$209K	Buy	+1,047	New	+$203K	0.05%	232

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

Chapin Davis's VOOV Position: Q2 2026 in Review

Chapin Davis held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,047 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #227.

Chapin Davis first reported a position in VOOV in Q3 2025 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Chapin Davis held 1,047 shares of Vanguard S&P 500 Value ETF worth $230K as of Q2 2026.
Chapin Davis left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.04% of Chapin Davis's portfolio in Q2 2026, its #227 holding.
Chapin Davis first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.