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Clearstead Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Clearstead Advisors’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 		$9.62K Hold
44
– – ﹤0.01% 1987
2026
Q1 		$8.91K Hold
44
– – ﹤0.01% 1618
2025
Q4 		$8.91K Buy
44
+1
+2% +$202 ﹤0.01% 1904
2025
Q3 		$8.64K Hold
43
– – ﹤0.01% 1967
2025
Q2 		$8.13K Hold
43
– – ﹤0.01% 1958
2025
Q1 		$7.9K Hold
43
– – ﹤0.01% 1671
2024
Q4 		$7.88K Sell
43
-35
-45% -$6.71K ﹤0.01% 1636
2024
Q3 		$14.9K Buy
78
+36
+86% +$6.61K ﹤0.01% 1499
2024
Q2 		$7.38K Buy
+42
New +$7.4K ﹤0.01% 1608

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

Clearstead Advisors's VOOV Position: Q2 2026 in Review

Clearstead Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 44 shares worth $9.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

Clearstead Advisors first reported a position in VOOV in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.9K in Q3 2024. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Clearstead Advisors held 44 shares of Vanguard S&P 500 Value ETF worth $9.62K as of Q2 2026.
  • Clearstead Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Value ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1987 holding.
  • Clearstead Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's Vanguard S&P 500 Value ETF position peaked at $14.9K in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.