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 Q2	$443K	Sell	2,019 -409	-17%	-$88.2K	0.02%	147
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 $1.55T 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

Heritage Wealth Advisors's VOOV Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 17% in Q2 2026, selling an estimated $88.2K and leaving 2,019 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #147.

Heritage Wealth Advisors first reported a position in VOOV in Q2 2019 and has held it in 29 quarters since. The position peaked at $641K in Q3 2024. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Heritage Wealth Advisors held 2,019 shares of Vanguard S&P 500 Value ETF worth $443K as of Q2 2026.
Heritage Wealth Advisors sold 409 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $88.2K.
Vanguard S&P 500 Value ETF made up 0.02% of Heritage Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Heritage Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2019 and has held it in 29 quarters since.
Heritage Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $641K in Q3 2024.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.