Lutz Financial Services’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.7M | Sell |
72,295
-1,841
| -2% | -$385K | 0.99% | 28 |
|
|
2025
Q4 | $15.2M | Sell |
74,136
-641
| -0.9% | -$130K | 1.03% | 28 |
|
|
2025
Q3 | $14.9M | Sell |
74,777
-673
| -0.9% | -$131K | 1.08% | 27 |
|
|
2025
Q2 | $14.2M | Buy |
75,450
+42
| +0.1% | +$7.56K | 1.11% | 28 |
|
|
2025
Q1 | $13.9M | Sell |
75,408
-1,262
| -2% | -$236K | 1.14% | 23 |
|
|
2024
Q4 | $14.1M | Sell |
76,670
-1,361
| -2% | -$261K | 1.14% | 25 |
|
|
2024
Q3 | $14.9M | Sell |
78,031
-336
| -0.4% | -$61.7K | 1.21% | 22 |
|
|
2024
Q2 | $13.8M | Sell |
78,367
-3,636
| -4% | -$641K | 1.2% | 24 |
|
|
2024
Q1 | $14.8M | Sell |
82,003
-6,002
| -7% | -$1.03M | 1.29% | 20 |
|
|
2023
Q4 | $14.8M | Sell |
88,005
-1,577
| -2% | -$245K | 1.39% | 19 |
|
|
2023
Q3 | $13.3M | Sell |
89,582
-1,303
| -1% | -$204K | 1.45% | 17 |
|
|
2023
Q2 | $14.2M | Sell |
90,885
-805
| -0.9% | -$120K | 1.52% | 16 |
|
|
2023
Q1 | $13.5M | Sell |
91,690
-2,513
| -3% | -$367K | 1.54% | 16 |
|
|
2022
Q4 | $13.2M | Sell |
94,203
-1,441
| -2% | -$199K | 1.62% | 17 |
|
|
2022
Q3 | $11.9M | Sell |
95,644
-2,037
| -2% | -$279K | 1.62% | 18 |
|
|
2022
Q2 | $13M | Sell |
97,681
-1,731
| -2% | -$247K | 1.72% | 17 |
|
|
2022
Q1 | $15M | Sell |
99,412
-683
| -0.7% | -$102K | 1.85% | 15 |
|
|
2021
Q4 | $15.2M | Sell |
100,095
-923
| -0.9% | -$136K | 1.86% | 16 |
|
|
2021
Q3 | $14.2M | Sell |
101,018
-800
| -0.8% | -$115K | 1.85% | 16 |
|
|
2021
Q2 | $14.5M | Sell |
101,818
-2,414
| -2% | -$344K | 1.93% | 16 |
|
|
2021
Q1 | $14.2M | Sell |
104,232
-851
| -0.8% | -$111K | 2.11% | 15 |
|
|
2020
Q4 | $13M | Sell |
105,083
-5,679
| -5% | -$665K | 2.13% | 14 |
|
|
2020
Q3 | $12.1M | Sell |
110,762
-1,463
| -1% | -$160K | 2.33% | 13 |
|
|
2020
Q2 | $11.7M | Sell |
112,225
-3,081
| -3% | -$317K | 2.39% | 12 |
|
|
2020
Q1 | $10.8M | Sell |
115,306
-30,908
| -21% | -$3.55M | 2.39% | 13 |
|
|
2019
Q4 | $18.4M | Sell |
146,214
-6,699
| -4% | -$804K | 3.26% | 10 |
|
|
2019
Q3 | $17.6M | Sell |
152,913
-13,953
| -8% | -$1.58M | 3.37% | 10 |
|
|
2019
Q2 | $18.8M | Sell |
166,866
-3,232
| -2% | -$358K | 3.67% | 9 |
|
|
2019
Q1 | $18.5M | Sell |
170,098
-8,616
| -5% | -$913K | 3.77% | 10 |
|
|
2018
Q4 | $17.4M | Sell |
178,714
-18,395
| -9% | -$1.94M | 3.89% | 9 |
|
|
2018
Q3 | $22M | Buy |
197,109
+26,265
| +15% | +$2.91M | 4.86% | 9 |
|
|
2018
Q2 | $18.1M | Sell |
170,844
-18,040
| -10% | -$1.93M | 5.17% | 9 |
|
|
2018
Q1 | $19.9M | Sell |
188,884
-15,065
| -7% | -$1.66M | 5.88% | 8 |
|
|
2017
Q4 | $22.4M | Buy |
+203,949
| New | +$21.8M | 6.54% | 6 |
|
Other funds holding VOOV
Lutz Financial Services's VOOV Position: Q1 2026 in Review
Lutz Financial Services reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 2.5% in Q1 2026, selling an estimated $385K and leaving 72,295 shares worth $14.7M. The position accounts for 0.99% of the portfolio, ranked #28.
Lutz Financial Services first reported a position in VOOV in Q4 2017 and has held it in 34 quarters since. The position peaked at $22.4M in Q4 2017. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.
- Lutz Financial Services held 72,295 shares of Vanguard S&P 500 Value ETF worth $14.7M as of Q1 2026.
- Lutz Financial Services sold 1,841 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $385K.
- Vanguard S&P 500 Value ETF made up 0.99% of Lutz Financial Services's portfolio in Q1 2026, its #28 holding.
- Lutz Financial Services first reported a position in Vanguard S&P 500 Value ETF in Q4 2017 and has held it in 34 quarters since.
- Lutz Financial Services's Vanguard S&P 500 Value ETF position peaked at $22.4M in Q4 2017.
- 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.
Based on Lutz Financial Services's 13F filing for Q1 2026, filed 4 May 2026.