Diversify Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Diversify Wealth Management’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 +446	+10%	+$96.2K	0.02%	587
2026 Q1	$972K	Buy	+4,560	New	+$954K	0.02%	607

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 Wealth Management's VOOV Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 9.8% in Q2 2026, buying an estimated $96.2K and bringing the position to 5,006 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #587.

Diversify Wealth Management first reported a position in VOOV in Q1 2026 and has held it in 2 quarters since. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Diversify Wealth Management held 5,006 shares of Vanguard S&P 500 Value ETF worth $1.12M as of Q2 2026.
Diversify Wealth Management bought 446 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $96.2K.
Vanguard S&P 500 Value ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #587 holding.
Diversify Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.