Constellation Investments’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Constellation Investments’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	$3.07M	Hold	14,000	–	–	0.1%	18
2026 Q1	$2.85M	Hold	14,000	–	–	0.09%	18
2025 Q4	$2.87M	Sell	14,000 -5,000	-26%	-$1.01M	0.09%	19
2025 Q3	$3.79M	Hold	19,000	–	–	0.18%	19
2025 Q2	$3.59M	Hold	19,000	–	–	0.17%	19
2025 Q1	$3.5M	Buy	+19,000	New	+$3.56M	0.17%	20

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

Constellation Investments's VOOV Position: Q2 2026 in Review

Constellation Investments held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 14,000 shares worth $3.07M. The position accounts for 0.1% of the portfolio, ranked #18.

Constellation Investments first reported a position in VOOV in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.79M in Q3 2025. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Constellation Investments held 14,000 shares of Vanguard S&P 500 Value ETF worth $3.07M as of Q2 2026.
Constellation Investments left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.1% of Constellation Investments's portfolio in Q2 2026, its #18 holding.
Constellation Investments first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
Constellation Investments's Vanguard S&P 500 Value ETF position peaked at $3.79M in Q3 2025.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Constellation Investments's 13F filing for Q2 2026, filed 17 Jul 2026.