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

LVW 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 		$929K Buy
+4,236
New +$914K 0.08% 138

Other funds holding VOOV

SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

LVW Advisors's VOOV Position: Q2 2026 in Review

LVW Advisors opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 4,236 shares worth $929K. The stake represents 0.08% of the portfolio and ranks #138 among its holdings.

201 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • LVW Advisors held 4,236 shares of Vanguard S&P 500 Value ETF worth $929K as of Q2 2026.
  • Vanguard S&P 500 Value ETF was a new LVW Advisors position in Q2 2026.
  • Vanguard S&P 500 Value ETF made up 0.08% of LVW Advisors's portfolio in Q2 2026, its #138 holding.
  • 201 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.