Independent Financial Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Independent Financial Group’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	$967K	Buy	4,413 +111	+3%	+$23.9K	0.02%	703
2026 Q1	$877K	Buy	4,302 +827	+24%	+$173K	0.02%	675
2025 Q4	$712K	Buy	3,475 +1,548	+80%	+$313K	0.02%	750
2025 Q3	$384K	Buy	1,927 +131	+7%	+$25.4K	0.01%	969
2025 Q2	$339K	Sell	1,796 -13	-0.7%	-$2.34K	0.01%	967
2025 Q1	$333K	Buy	1,809 +350	+24%	+$65.5K	0.01%	883
2024 Q4	$269K	Sell	1,459 -8	-0.5%	-$1.53K	0.01%	938
2024 Q3	$280K	Buy	1,467 +216	+17%	+$39.7K	0.01%	905
2024 Q2	$220K	Buy	+1,251	New	+$221K	0.01%	977
2022 Q3	–	Sell	-2,348	Closed	-$312K	–	787
2022 Q2	$312K	Buy	+2,348	New	+$335K	0.03%	493

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

Independent Financial Group's VOOV Position: Q2 2026 in Review

Independent Financial Group increased its Vanguard S&P 500 Value ETF (VOOV) stake by 2.6% in Q2 2026, buying an estimated $23.9K and bringing the position to 4,413 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #703.

Independent Financial Group first reported a position in VOOV in Q2 2022 and has held it in 10 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Independent Financial Group held 4,413 shares of Vanguard S&P 500 Value ETF worth $967K as of Q2 2026.
Independent Financial Group bought 111 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $23.9K.
Vanguard S&P 500 Value ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #703 holding.
Independent Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and has held it in 10 quarters since.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.