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Lowery Thomas LLC’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Lowery Thomas LLC’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 		$1.32M Sell
6,043
-75
-1% -$16.2K 0.65% 34
2026
Q1 		$1.25M Buy
6,118
+28
+0.5% +$5.86K 0.71% 32
2025
Q4 		$1.25M Buy
6,090
+28
+0.5% +$5.67K 0.7% 29
2025
Q3 		$1.21M Buy
6,062
+378
+7% +$73.4K 0.7% 29
2025
Q2 		$1.07M Sell
5,684
-97
-2% -$17.5K 0.69% 29
2025
Q1 		$1.06M Sell
5,781
-73
-1% -$13.7K 0.73% 29
2024
Q4 		$1.08M Buy
5,854
+65
+1% +$12.5K 0.7% 28
2024
Q3 		$1.1M Buy
5,789
+32
+0.6% +$5.88K 0.75% 32
2024
Q2 		$1.01M Buy
5,757
+100
+2% +$17.6K 0.74% 27
2024
Q1 		$1.02M Buy
5,657
+449
+9% +$77.2K 0.78% 27
2023
Q4 		$875K Buy
5,208
+669
+15% +$104K 0.75% 28
2023
Q3 		$675K Buy
4,539
+282
+7% +$44K 0.65% 31
2023
Q2 		$663K Buy
4,257
+10
+0.2% +$1.49K 0.65% 31
2023
Q1 		$623K Sell
4,247
-1,290
-23% -$188K 0.69% 29
2022
Q4 		$776K Buy
+5,537
New +$764K 0.93% 23

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

Lowery Thomas LLC's VOOV Position: Q2 2026 in Review

Lowery Thomas LLC reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 1.2% in Q2 2026, selling an estimated $16.2K and leaving 6,043 shares worth $1.32M. The position accounts for 0.65% of the portfolio, ranked #34.

Lowery Thomas LLC first reported a position in VOOV in Q4 2022 and has held it in 15 quarters since. 455 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Lowery Thomas LLC held 6,043 shares of Vanguard S&P 500 Value ETF worth $1.32M as of Q2 2026.
  • Lowery Thomas LLC sold 75 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $16.2K.
  • Vanguard S&P 500 Value ETF made up 0.65% of Lowery Thomas LLC's portfolio in Q2 2026, its #34 holding.
  • Lowery Thomas LLC first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 455 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.