I2I
VOOV icon

Insight 2811 Inc’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Insight 2811 Inc’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 		$3.25M Buy
14,831
+77
+0.5% +$16.6K 1.26% 12
2026
Q1 		$3.01M Buy
14,754
+544
+4% +$114K 1.26% 11
2025
Q4 		$2.91M Buy
14,210
+337
+2% +$68.2K 1.28% 11
2025
Q3 		$2.77M Buy
13,873
+815
+6% +$158K 1.23% 11
2025
Q2 		$2.46M Buy
13,058
+2,055
+19% +$370K 1.17% 13
2025
Q1 		$2.03M Buy
11,003
+1,064
+11% +$199K 1.03% 14
2024
Q4 		$1.83M Buy
9,939
+1,174
+13% +$225K 0.94% 16
2024
Q3 		$1.67M Buy
8,765
+533
+6% +$97.9K 0.83% 17
2024
Q2 		$1.45M Buy
8,232
+357
+5% +$62.9K 0.75% 18
2024
Q1 		$1.42M Buy
7,875
+810
+11% +$139K 0.73% 18
2023
Q4 		$1.19M Buy
7,065
+507
+8% +$78.8K 0.65% 18
2023
Q3 		$975K Buy
6,558
+57
+0.9% +$8.9K 0.55% 19
2023
Q2 		$1.01M Buy
+6,501
New +$968K 0.55% 24

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

Insight 2811 Inc's VOOV Position: Q2 2026 in Review

Insight 2811 Inc increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.52% in Q2 2026, buying an estimated $16.6K and bringing the position to 14,831 shares worth $3.25M. The position accounts for 1.26% of the portfolio, ranked #12.

Insight 2811 Inc first reported a position in VOOV in Q2 2023 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Insight 2811 Inc held 14,831 shares of Vanguard S&P 500 Value ETF worth $3.25M as of Q2 2026.
  • Insight 2811 Inc bought 77 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $16.6K.
  • Vanguard S&P 500 Value ETF made up 1.26% of Insight 2811 Inc's portfolio in Q2 2026, its #12 holding.
  • Insight 2811 Inc first reported a position in Vanguard S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Insight 2811 Inc's 13F filing for Q2 2026, filed 11 Aug 2026.