Diversify Advisory Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Diversify Advisory Services’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	$1.12M	Buy	+5,006	New	+$1.08M	0.02%	587
2026 Q1	–	Sell	-4,234	Closed	-$889K	–	846
2025 Q4	$889K	Sell	4,234 -554	-12%	-$112K	0.03%	425
2025 Q3	$964K	Sell	4,788 -132	-3%	-$25.6K	0.03%	378
2025 Q2	$953K	Buy	4,920 +111	+2%	+$20K	0.04%	343
2025 Q1	$852K	Sell	4,809 -330	-6%	-$61.7K	0.05%	246
2024 Q4	$934K	Buy	+5,139	New	+$986K	0.05%	239

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

Diversify Advisory Services's VOOV Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 5,006 shares worth $1.12M. The stake represents 0.02% of the portfolio and ranks #587 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VOOV as recently as Q4 2025.

Diversify Advisory Services first reported a position in VOOV in Q4 2024 and has held it in 6 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Diversify Advisory Services held 5,006 shares of Vanguard S&P 500 Value ETF worth $1.12M as of Q2 2026.
Vanguard S&P 500 Value ETF was a new Diversify Advisory Services position in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #587 holding.
Diversify Advisory Services first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.