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 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	$251M	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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CM Wealth Advisors's VOOV Position: Q1 2026 in Review

CM Wealth Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q1 2026 at 2,012 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #96.

CM Wealth Advisors first reported a position in VOOV in Q2 2022 and has held it in 16 quarters since. The position peaked at $251M in Q3 2022. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

CM Wealth Advisors held 2,012 shares of Vanguard S&P 500 Value ETF worth $410K as of Q1 2026.
CM Wealth Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Value ETF made up 0.09% of CM Wealth Advisors's portfolio in Q1 2026, its #96 holding.
CM Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $251M in Q3 2022.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.