Iams Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Iams Wealth 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	$3.74M	Buy	17,063 +4,384	+35%	+$946K	1.13%	20
2026 Q1	$2.58M	Buy	12,679 +4,733	+60%	+$991K	0.9%	33
2025 Q4	$1.63M	Buy	7,946 +3,313	+72%	+$671K	0.59%	54
2025 Q3	$924K	Buy	4,633 +832	+22%	+$162K	0.37%	82
2025 Q2	$717K	Buy	+3,801	New	+$685K	0.33%	82

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

Iams Wealth Management's VOOV Position: Q2 2026 in Review

Iams Wealth Management increased its Vanguard S&P 500 Value ETF (VOOV) stake by 35% in Q2 2026, buying an estimated $946K and bringing the position to 17,063 shares worth $3.74M. The position accounts for 1.13% of the portfolio, ranked #20.

Iams Wealth Management first reported a position in VOOV in Q2 2025 and has held it in 5 quarters since. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Iams Wealth Management held 17,063 shares of Vanguard S&P 500 Value ETF worth $3.74M as of Q2 2026.
Iams Wealth Management bought 4,384 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $946K.
Vanguard S&P 500 Value ETF made up 1.13% of Iams Wealth Management's portfolio in Q2 2026, its #20 holding.
Iams Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.