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

CM Wealth 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	$441K	Hold	2,012	–	–	0.08%	109
2026 Q1	$410K	Hold	2,012	–	–	0.09%	96
2025 Q4	$412K	Hold	2,012	–	–	0.09%	94
2025 Q3	$401K	Hold	2,012	–	–	0.11%	67
2025 Q2	$380K	Hold	2,012	–	–	0.11%	63
2025 Q1	$371K	Hold	2,012	–	–	0.12%	61
2024 Q4	$371K	Hold	2,012	–	–	0.12%	61
2024 Q3	$386K	Hold	2,012	–	–	0.13%	60
2024 Q2	$356K	Hold	2,012	–	–	0.17%	52
2024 Q1	$354K	Hold	2,012	–	–	0.1%	115
2023 Q4	$338K	Hold	2,012	–	–	0.15%	54
2023 Q3	$314K	Hold	2,012	–	–	0.12%	57
2023 Q2	$323K	Hold	2,012	–	–	0.11%	97
2023 Q1	$291K	Hold	2,012	–	–	0.06%	319
2022 Q4	$282K	Hold	2,012	–	–	0.14%	56
2022 Q3	$251K	Hold	2,012	–	–	0.14%	60
2022 Q2	$267K	Buy	+2,012	New	+$287K	0.16%	56

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

CM Wealth Advisors's VOOV Position: Q2 2026 in Review

CM Wealth Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 2,012 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #109.

CM Wealth Advisors first reported a position in VOOV in Q2 2022 and has held it in 17 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

CM Wealth Advisors held 2,012 shares of Vanguard S&P 500 Value ETF worth $441K as of Q2 2026.
CM Wealth Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #109 holding.
CM Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.