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

Evoke Wealth’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	-9,089	Closed	-$1.85M	–	645
2026 Q1	$1.85M	Sell	9,089 -1	-0%	-$209	0.03%	187
2025 Q4	$1.86M	Buy	9,090 +1	+0%	+$202	0.03%	190
2025 Q3	$1.81M	Sell	9,089 -1	-0%	-$194	0.04%	181
2025 Q2	$1.72M	Buy	+9,090	New	+$1.64M	0.04%	177
2022 Q4	–	Sell	-56	Closed	-$7K	–	1121
2022 Q3	$7K	Hold	56	–	–	﹤0.01%	832
2022 Q2	$7K	Hold	56	–	–	﹤0.01%	836
2022 Q1	$8K	Hold	56	–	–	﹤0.01%	817
2021 Q4	$9K	Sell	56 -93	-62%	-$13.7K	﹤0.01%	811
2021 Q3	$21K	Buy	+149	New	+$21.5K	﹤0.01%	631

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

Evoke Wealth's VOOV Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2026, closing a stake of 9,089 shares — an estimated $1.85M sold.

Evoke Wealth first reported a position in VOOV in Q3 2021 and held it in 9 quarters. The position peaked at $1.86M in Q4 2025. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Evoke Wealth reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 9,089 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $1.85M.
Evoke Wealth first reported a position in Vanguard S&P 500 Value ETF in Q3 2021 and held it in 9 quarters.
Evoke Wealth's Vanguard S&P 500 Value ETF position peaked at $1.86M in Q4 2025.
451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.