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

JDM 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	$17.8K	Hold	81	–	–	0.01%	171
2026 Q1	$16.5K	Hold	81	–	–	0.01%	154
2025 Q4	$16.6K	Hold	81	–	–	0.01%	151
2025 Q3	$16.2K	Hold	81	–	–	0.01%	153
2025 Q2	$15.3K	Hold	81	–	–	0.01%	147
2025 Q1	$14.9K	Sell	81 -209	-72%	-$39.1K	0.01%	143
2024 Q4	$53.5K	Hold	290	–	–	0.03%	83
2024 Q3	$55.3K	Hold	290	–	–	0.03%	80
2024 Q2	$51K	Hold	290	–	–	0.03%	76
2024 Q1	$52.3K	Hold	290	–	–	0.04%	70
2023 Q4	$48.7K	Hold	290	–	–	0.04%	66
2023 Q3	$43.1K	Hold	290	–	–	0.04%	70
2023 Q2	$45.2K	Hold	290	–	–	0.04%	71
2023 Q1	$42.5K	Hold	290	–	–	0.04%	76
2022 Q4	$40.6K	Buy	+290	New	+$40K	0.04%	75

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

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

JDM Financial Group held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 81 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #171.

JDM Financial Group first reported a position in VOOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $55.3K in Q3 2024. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

JDM Financial Group held 81 shares of Vanguard S&P 500 Value ETF worth $17.8K as of Q2 2026.
JDM Financial Group left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #171 holding.
JDM Financial Group first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Vanguard S&P 500 Value ETF position peaked at $55.3K in Q3 2024.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.