Focus Partners Wealth
VOOV icon

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

Focus Partners 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 		$2.55M Buy
11,636
+223
+2% +$48.1K ﹤0.01% 1251
2026
Q1 		$2.33M Sell
11,413
-82
-0.7% -$17.2K ﹤0.01% 1251
2025
Q4 		$2.35M Buy
11,495
+3,366
+41% +$682K ﹤0.01% 1256
2025
Q3 		$1.62M Sell
8,129
-910
-10% -$177K ﹤0.01% 1094
2025
Q2 		$1.71M Buy
9,039
+1
+0% +$180 ﹤0.01% 952
2025
Q1 		$1.66M Buy
9,038
+1,092
+14% +$204K ﹤0.01% 904
2024
Q4 		$1.47M Sell
7,946
-12,642
-61% -$2.42M ﹤0.01% 943
2024
Q3 		$3.92M Buy
20,588
+13,930
+209% +$2.56M 0.01% 617
2024
Q2 		$1.17M Buy
6,658
+3,426
+106% +$604K ﹤0.01% 770
2024
Q1 		$583K Hold
3,232
– – ﹤0.01% 699
2023
Q4 		$543K Buy
+3,232
New +$502K 0.01% 561

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

Focus Partners Wealth's VOOV Position: Q2 2026 in Review

Focus Partners Wealth increased its Vanguard S&P 500 Value ETF (VOOV) stake by 2% in Q2 2026, buying an estimated $48.1K and bringing the position to 11,636 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

Focus Partners Wealth first reported a position in VOOV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.92M in Q3 2024. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Focus Partners Wealth held 11,636 shares of Vanguard S&P 500 Value ETF worth $2.55M as of Q2 2026.
  • Focus Partners Wealth bought 223 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $48.1K.
  • Vanguard S&P 500 Value ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1251 holding.
  • Focus Partners Wealth first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Vanguard S&P 500 Value ETF position peaked at $3.92M in Q3 2024.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.