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

Heritage 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 Q1	$495K	Buy	2,428 +82	+3%	+$17.2K	0.02%	129
2025 Q4	$480K	Buy	2,346 +8	+0.3%	+$1.62K	0.02%	147
2025 Q3	$466K	Buy	2,338 +8	+0.3%	+$1.55K	0.02%	133
2025 Q2	$440K	Buy	2,330 +8	+0.3%	+$1.44K	0.02%	144
2025 Q1	$428K	Sell	2,322 -1,070	-32%	-$200K	0.02%	140
2024 Q4	$626K	Buy	3,392 +30	+0.9%	+$5.75K	0.03%	118
2024 Q3	$641K	Buy	3,362 +16	+0.5%	+$2.94K	0.03%	124
2024 Q2	$588K	Hold	3,346	–	–	0.03%	126
2024 Q1	$604K	Buy	3,346 +12	+0.4%	+$2.06K	0.03%	132
2023 Q4	$560K	Buy	3,334 +2,708	+433%	+$421K	0.03%	137
2023 Q3	$93.1K	Hold	626	–	–	0.01%	254
2023 Q2	$97.5K	Hold	626	–	–	0.01%	258
2023 Q1	$91.8K	Hold	626	–	–	0.01%	264
2022 Q4	$87.7K	Hold	626	–	–	0.01%	270
2022 Q3	$77.7K	Hold	626	–	–	0.01%	266
2022 Q2	$83K	Hold	626	–	–	0.01%	278
2022 Q1	$94K	Hold	626	–	–	0.01%	258
2021 Q4	$95K	Hold	626	–	–	0.01%	270
2021 Q3	$88K	Hold	626	–	–	0.01%	264
2021 Q2	$89.3K	Hold	626	–	–	0.01%	266
2021 Q1	$85.6K	Hold	626	–	–	0.01%	277
2020 Q4	$77K	Hold	626	–	–	﹤0.01%	282
2020 Q3	$68.2K	Hold	626	–	–	0.01%	243
2020 Q2	$65.4K	Hold	626	–	–	0.01%	239
2020 Q1	$58.4K	Hold	626	–	–	0.01%	243
2019 Q4	$78.6K	Hold	626	–	–	0.01%	261
2019 Q3	$71K	Hold	626	–	–	0.01%	243
2019 Q2	$70.4K	Buy	+626	New	+$69.2K	0.01%	224

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Advisors's VOOV Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Vanguard S&P 500 Value ETF (VOOV) stake by 3.5% in Q1 2026, buying an estimated $17.2K and bringing the position to 2,428 shares worth $495K. The position accounts for 0.02% of the portfolio, ranked #129.

Heritage Wealth Advisors first reported a position in VOOV in Q2 2019 and has held it in 28 quarters since. The position peaked at $641K in Q3 2024. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Heritage Wealth Advisors held 2,428 shares of Vanguard S&P 500 Value ETF worth $495K as of Q1 2026.
Heritage Wealth Advisors bought 82 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $17.2K.
Vanguard S&P 500 Value ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #129 holding.
Heritage Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2019 and has held it in 28 quarters since.
Heritage Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $641K in Q3 2024.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.