Lynch & Associates’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Lynch & Associates’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	$285K	Hold	1,300	–	–	0.05%	124
2026 Q1	$265K	Hold	1,300	–	–	0.05%	116
2025 Q4	$266K	Hold	1,300	–	–	0.05%	117
2025 Q3	$259K	Hold	1,300	–	–	0.05%	118
2025 Q2	$245K	Sell	1,300 -125	-9%	-$22.5K	0.05%	118
2025 Q1	$262K	Hold	1,425	–	–	0.06%	111
2024 Q4	$263K	Hold	1,425	–	–	0.06%	110
2024 Q3	$272K	Sell	1,425 -425	-23%	-$78K	0.06%	114
2024 Q2	$325K	Sell	1,850 -305	-14%	-$53.8K	0.07%	104
2024 Q1	$389K	Hold	2,155	–	–	0.09%	101
2023 Q4	$362K	Hold	2,155	–	–	0.09%	95
2023 Q3	$320K	Hold	2,155	–	–	0.08%	95
2023 Q2	$336K	Buy	2,155 +50	+2%	+$7.44K	0.09%	88
2023 Q1	$309K	Buy	+2,105	New	+$307K	0.08%	92

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

Lynch & Associates's VOOV Position: Q2 2026 in Review

Lynch & Associates held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,300 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #124.

Lynch & Associates first reported a position in VOOV in Q1 2023 and has held it in 14 quarters since. The position peaked at $389K in Q1 2024. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Lynch & Associates held 1,300 shares of Vanguard S&P 500 Value ETF worth $285K as of Q2 2026.
Lynch & Associates left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.05% of Lynch & Associates's portfolio in Q2 2026, its #124 holding.
Lynch & Associates first reported a position in Vanguard S&P 500 Value ETF in Q1 2023 and has held it in 14 quarters since.
Lynch & Associates's Vanguard S&P 500 Value ETF position peaked at $389K in Q1 2024.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.