Comprehensive Financial Planning’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Comprehensive Financial Planning’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	$90.4K	Buy	412 +1	+0.2%	+$216	0.05%	145
2026 Q1	$83.8K	Buy	411 +2	+0.5%	+$419	0.06%	131
2025 Q4	$83.9K	Buy	409 +1	+0.2%	+$202	0.06%	136
2025 Q3	$81.4K	Buy	408 +1	+0.2%	+$194	0.06%	140
2025 Q2	$76.7K	Buy	407 +2	+0.5%	+$360	0.06%	135
2025 Q1	$74.6K	Buy	405 +1	+0.2%	+$187	0.07%	117
2024 Q4	$74.5K	Buy	+404	New	+$77.5K	0.06%	138

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

Comprehensive Financial Planning's VOOV Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.24% in Q2 2026, buying an estimated $216 and bringing the position to 412 shares worth $90.4K. The position accounts for 0.05% of the portfolio, ranked #145.

Comprehensive Financial Planning first reported a position in VOOV in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Comprehensive Financial Planning held 412 shares of Vanguard S&P 500 Value ETF worth $90.4K as of Q2 2026.
Comprehensive Financial Planning bought 1 Vanguard S&P 500 Value ETF share in Q2 2026, an estimated $216.
Vanguard S&P 500 Value ETF made up 0.05% of Comprehensive Financial Planning's portfolio in Q2 2026, its #145 holding.
Comprehensive Financial Planning first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.