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Chicago Partners Investment Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Chicago Partners Investment Group’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 		$251K Buy
1,134
+131
+13% +$28.3K 0.01% 1329
2026
Q1 		$213K Sell
1,003
-403
-29% -$84.3K ﹤0.01% 1313
2025
Q4 		$294K Buy
+1,406
New +$285K 0.01% 1050

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

Chicago Partners Investment Group's VOOV Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard S&P 500 Value ETF (VOOV) stake by 13% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,134 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #1329.

Chicago Partners Investment Group first reported a position in VOOV in Q4 2025 and has held it in 3 quarters since. The position peaked at $294K in Q4 2025. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Chicago Partners Investment Group held 1,134 shares of Vanguard S&P 500 Value ETF worth $251K as of Q2 2026.
  • Chicago Partners Investment Group bought 131 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $28.3K.
  • Vanguard S&P 500 Value ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1329 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard S&P 500 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Chicago Partners Investment Group's Vanguard S&P 500 Value ETF position peaked at $294K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.