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 Q3	$282K	Sell	1,280 -20	-2%	-$4.51K	0.04%	118
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

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return

Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return

Lotus Asset Management Nashville, Tennessee $122M AUM

FBT

First Bank & Trust Brookings, South Dakota $687M AUM 18.35% 1-Year Est. Return

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Lynch & Associates's VOOV Position: Q3 2026 in Review

Lynch & Associates reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 1.5% in Q3 2026, selling an estimated $4.51K and leaving 1,280 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #118.

Lynch & Associates first reported a position in VOOV in Q1 2023 and has held it in 15 quarters since. The position peaked at $389K in Q1 2024. 137 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

Lynch & Associates held 1,280 shares of Vanguard S&P 500 Value ETF worth $282K as of Q3 2026.
Lynch & Associates sold 20 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $4.51K.
Vanguard S&P 500 Value ETF made up 0.04% of Lynch & Associates's portfolio in Q3 2026, its #118 holding.
Lynch & Associates first reported a position in Vanguard S&P 500 Value ETF in Q1 2023 and has held it in 15 quarters since.
Lynch & Associates's Vanguard S&P 500 Value ETF position peaked at $389K in Q1 2024.
137 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.