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

Gutierrez Wealth Advisory’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	$301K	Buy	1,373 +227	+20%	+$49K	0.17%	59
2026 Q1	$234K	Buy	1,146 +5	+0.4%	+$1.05K	0.15%	62
2025 Q4	$234K	Buy	1,141 +5	+0.4%	+$1.01K	0.15%	57
2025 Q3	$227K	Buy	1,136 +5	+0.4%	+$971	0.14%	54
2025 Q2	$213K	Buy	+1,131	New	+$204K	0.14%	53

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

Gutierrez Wealth Advisory's VOOV Position: Q2 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard S&P 500 Value ETF (VOOV) stake by 20% in Q2 2026, buying an estimated $49K and bringing the position to 1,373 shares worth $301K. The position accounts for 0.17% of the portfolio, ranked #59.

Gutierrez Wealth Advisory first reported a position in VOOV in Q2 2025 and has held it in 5 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Gutierrez Wealth Advisory held 1,373 shares of Vanguard S&P 500 Value ETF worth $301K as of Q2 2026.
Gutierrez Wealth Advisory bought 227 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $49K.
Vanguard S&P 500 Value ETF made up 0.17% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #59 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.