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EverSource Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-62
Closed -$12.7K – 4552
2026
Q1 		$12.7K Sell
62
-68
-52% -$14.2K ﹤0.01% 2788
2025
Q4 		$26.6K Buy
+130
New +$26.3K ﹤0.01% 2196

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

EverSource Wealth Advisors's VOOV Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2026, closing a stake of 62 shares — an estimated $12.7K sold.

EverSource Wealth Advisors first reported a position in VOOV in Q4 2025 and held it in 2 quarters. The position peaked at $26.6K in Q4 2025. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 62 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $12.7K.
  • EverSource Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2025 and held it in 2 quarters.
  • EverSource Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $26.6K in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.