Kingswood Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Kingswood Wealth 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	$444K	Buy	2,027 +130	+7%	+$28.1K	0.02%	643
2026 Q1	$387K	Buy	+1,897	New	+$397K	0.02%	630
2025 Q4	–	Sell	-1,201	Closed	-$240K	–	918
2025 Q3	$240K	Buy	1,201 +23	+2%	+$4.46K	0.01%	707
2025 Q2	$222K	Sell	1,178 -2,226	-65%	-$401K	0.02%	668
2025 Q1	$627K	Buy	3,404 +1,631	+92%	+$305K	0.06%	342
2024 Q4	$327K	Buy	+1,773	New	+$340K	0.02%	579
2024 Q3	–	Sell	-1,514	Closed	-$266K	–	758
2024 Q2	$266K	Buy	+1,514	New	+$267K	0.02%	556

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

Kingswood Wealth Advisors's VOOV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Vanguard S&P 500 Value ETF (VOOV) stake by 6.9% in Q2 2026, buying an estimated $28.1K and bringing the position to 2,027 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #643.

Kingswood Wealth Advisors first reported a position in VOOV in Q2 2024 and has held it in 7 quarters since. The position peaked at $627K in Q1 2025. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Kingswood Wealth Advisors held 2,027 shares of Vanguard S&P 500 Value ETF worth $444K as of Q2 2026.
Kingswood Wealth Advisors bought 130 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $28.1K.
Vanguard S&P 500 Value ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #643 holding.
Kingswood Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and has held it in 7 quarters since.
Kingswood Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $627K in Q1 2025.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.