EFG
VOOV icon

Ehrlich Financial Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Ehrlich Financial Group’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 		$10M Buy
45,811
+7,099
+18% +$1.53M 5.17% 3
2026
Q1 		$7.89M Buy
+38,712
New +$8.1M 4.53% 2

Other funds holding VOOV

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
FBT
First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Ehrlich Financial Group's VOOV Position: Q2 2026 in Review

Ehrlich Financial Group increased its Vanguard S&P 500 Value ETF (VOOV) stake by 18% in Q2 2026, buying an estimated $1.53M and bringing the position to 45,811 shares worth $10M. The position accounts for 5.17% of the portfolio, ranked #3.

Ehrlich Financial Group first reported a position in VOOV in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Ehrlich Financial Group held 45,811 shares of Vanguard S&P 500 Value ETF worth $10M as of Q2 2026.
  • Ehrlich Financial Group bought 7,099 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $1.53M.
  • Vanguard S&P 500 Value ETF made up 5.17% of Ehrlich Financial Group's portfolio in Q2 2026, its #3 holding.
  • Ehrlich Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.