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 Q3	$304K	Buy	1,378 +5	+0.4%	+$1.13K	0.16%	65
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

MMA Asset Management Conshohocken, Pennsylvania $315M AUM 13% 1-Year Est. Return

Gutierrez Wealth Advisory's VOOV Position: Q3 2026 in Review

Gutierrez Wealth Advisory increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.36% in Q3 2026, buying an estimated $1.13K and bringing the position to 1,378 shares worth $304K. The position accounts for 0.16% of the portfolio, ranked #65.

Gutierrez Wealth Advisory first reported a position in VOOV in Q2 2025 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

Gutierrez Wealth Advisory held 1,378 shares of Vanguard S&P 500 Value ETF worth $304K as of Q3 2026.
Gutierrez Wealth Advisory bought 5 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $1.13K.
Vanguard S&P 500 Value ETF made up 0.16% of Gutierrez Wealth Advisory's portfolio in Q3 2026, its #65 holding.
Gutierrez Wealth Advisory first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and has held it in 6 quarters since.
329 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Gutierrez Wealth Advisory's 13F filing for Q3 2026, filed 2 Nov 2026.