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Independent Advisor Alliance’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,359
Closed -$888K – 1620
2026
Q1 		$888K Buy
+4,359
New +$912K 0.01% 882
2025
Q1 		– Sell
-3,917
Closed -$723K – 1357
2024
Q4 		$723K Buy
+3,917
New +$751K 0.01% 826

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Advisor Alliance's VOOV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2026, closing a stake of 4,359 shares — an estimated $888K sold.

Independent Advisor Alliance first reported a position in VOOV in Q4 2024 and held it in 2 quarters. The position peaked at $888K in Q1 2026. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,359 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $888K.
  • Independent Advisor Alliance first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Vanguard S&P 500 Value ETF position peaked at $888K in Q1 2026.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.