Hoxton Planning & Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Hoxton Planning & Management’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	$5.87M	Buy	26,793 +3,816	+17%	+$823K	1.53%	16
2026 Q1	$4.68M	Buy	22,977 +760	+3%	+$159K	1.41%	19
2025 Q4	$4.55M	Buy	22,217 +5,985	+37%	+$1.21M	1.36%	19
2025 Q3	$3.24M	Buy	16,232 +2,230	+16%	+$433K	1.04%	23
2025 Q2	$2.64M	Buy	14,002 +2,156	+18%	+$388K	0.91%	23
2025 Q1	$2.18M	Buy	11,846 +4,659	+65%	+$872K	0.83%	25
2024 Q4	$1.33M	Buy	7,187 +4,202	+141%	+$806K	0.51%	38
2024 Q3	$569K	Buy	+2,985	New	+$548K	0.22%	89

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

Hoxton Planning & Management's VOOV Position: Q2 2026 in Review

Hoxton Planning & Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 17% in Q2 2026, buying an estimated $823K and bringing the position to 26,793 shares worth $5.87M. The position accounts for 1.53% of the portfolio, ranked #16.

Hoxton Planning & Management first reported a position in VOOV in Q3 2024 and has held it in 8 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Hoxton Planning & Management held 26,793 shares of Vanguard S&P 500 Value ETF worth $5.87M as of Q2 2026.
Hoxton Planning & Management bought 3,816 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $823K.
Vanguard S&P 500 Value ETF made up 1.53% of Hoxton Planning & Management's portfolio in Q2 2026, its #16 holding.
Hoxton Planning & Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.