Legacy Bridge’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Legacy Bridge’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	$164K	Sell	750 -7	-0.9%	-$1.51K	0.05%	166
2026 Q1	$154K	Hold	757	–	–	0.06%	156
2025 Q4	$155K	Hold	757	–	–	0.06%	153
2025 Q3	$151K	Hold	757	–	–	0.06%	151
2025 Q2	$143K	Buy	757 +3	+0.4%	+$540	0.07%	145
2025 Q1	$139K	Hold	754	–	–	0.08%	148
2024 Q4	$139K	Hold	754	–	–	0.07%	153
2024 Q3	$144K	Hold	754	–	–	0.08%	151
2024 Q2	$133K	Hold	754	–	–	0.08%	149
2024 Q1	$136K	Buy	754 +22	+3%	+$3.78K	0.08%	158
2023 Q4	$123K	Hold	732	–	–	0.08%	157
2023 Q3	$109K	Hold	732	–	–	0.08%	166
2023 Q2	$114K	Hold	732	–	–	0.08%	163
2023 Q1	$107K	Hold	732	–	–	0.07%	166
2022 Q4	$103K	Hold	732	–	–	0.07%	164
2022 Q3	$91K	Hold	732	–	–	0.07%	165
2022 Q2	$97K	Hold	732	–	–	0.07%	168
2022 Q1	$110K	Hold	732	–	–	0.06%	173
2021 Q4	$111K	Hold	732	–	–	0.06%	177
2021 Q3	$103K	Hold	732	–	–	0.06%	173
2021 Q2	$104K	Buy	732 +405	+124%	+$57.7K	0.06%	173
2021 Q1	$45K	Buy	327 +127	+64%	+$16.5K	0.03%	197
2020 Q4	$25K	Buy	+200	New	+$23.4K	0.02%	216

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

Legacy Bridge's VOOV Position: Q2 2026 in Review

Legacy Bridge reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.92% in Q2 2026, selling an estimated $1.51K and leaving 750 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #166.

Legacy Bridge first reported a position in VOOV in Q4 2020 and has held it in 23 quarters since. 455 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Legacy Bridge held 750 shares of Vanguard S&P 500 Value ETF worth $164K as of Q2 2026.
Legacy Bridge sold 7 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $1.51K.
Vanguard S&P 500 Value ETF made up 0.05% of Legacy Bridge's portfolio in Q2 2026, its #166 holding.
Legacy Bridge first reported a position in Vanguard S&P 500 Value ETF in Q4 2020 and has held it in 23 quarters since.
455 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.