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Kelleher Financial Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Kelleher Financial Advisors’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
-213
Closed -$40.2K – 920
2026
Q1 		$40.2K Buy
+213
New +$44.6K 0.01% 401

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

Kelleher Financial Advisors's VOOV Position: Q2 2026 in Review

Kelleher Financial Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2026, closing a stake of 213 shares — an estimated $40.2K sold.

Kelleher Financial Advisors first reported a position in VOOV in Q1 2026 and held it in 1 quarter. The position peaked at $40.2K in Q1 2026. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Kelleher Financial Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 213 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $40.2K.
  • Kelleher Financial Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2026 and held it in 1 quarter.
  • Kelleher Financial Advisors's Vanguard S&P 500 Value ETF position peaked at $40.2K in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.