LVW Advisors
VOOV icon

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
Q3 		– Sell
-4,236
Closed -$929K – 510
2026
Q2 		$929K Buy
+4,236
New +$914K 0.08% 138

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Stordahl Capital Management
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
MMA Asset Management
MMA Asset Management Conshohocken, Pennsylvania $315M AUM 13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Mesirow Financial Investment Management
Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

LVW Advisors's VOOV Position: Q3 2026 in Review

LVW Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2026, closing a stake of 4,236 shares — an estimated $929K sold.

LVW Advisors first reported a position in VOOV in Q2 2026 and held it in 1 quarter. The position peaked at $929K in Q2 2026. 297 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

  • LVW Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2026 after selling out during the quarter.
  • LVW Advisors sold 4,236 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $929K.
  • LVW Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2026 and held it in 1 quarter.
  • LVW Advisors's Vanguard S&P 500 Value ETF position peaked at $929K in Q2 2026.
  • 297 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.