Midwest Financial Network’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Midwest Financial Network’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	$4.36M	Sell	19,884 -3,938	-17%	-$850K	2.98%	5
2026 Q1	$4.85M	Sell	23,822 -8,145	-25%	-$1.7M	3.86%	3
2025 Q4	$6.55M	Buy	31,967 +25	+0.1%	+$5.06K	5.05%	2
2025 Q3	$6.37M	Buy	31,942 +4,948	+18%	+$961K	5.17%	2
2025 Q2	$5.09M	Sell	26,994 -866	-3%	-$156K	5.06%	1
2025 Q1	$5.13M	Buy	27,860 +936	+3%	+$175K	5.13%	1
2024 Q4	$4.97M	Buy	+26,924	New	+$5.16M	5.16%	1

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

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

EFG

Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return

Midwest Financial Network's VOOV Position: Q2 2026 in Review

Midwest Financial Network reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 17% in Q2 2026, selling an estimated $850K and leaving 19,884 shares worth $4.36M. The position accounts for 2.98% of the portfolio, ranked #5.

Midwest Financial Network first reported a position in VOOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.55M in Q4 2025. 125 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Midwest Financial Network held 19,884 shares of Vanguard S&P 500 Value ETF worth $4.36M as of Q2 2026.
Midwest Financial Network sold 3,938 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $850K.
Vanguard S&P 500 Value ETF made up 2.98% of Midwest Financial Network's portfolio in Q2 2026, its #5 holding.
Midwest Financial Network first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
Midwest Financial Network's Vanguard S&P 500 Value ETF position peaked at $6.55M in Q4 2025.
125 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Midwest Financial Network's 13F filing for Q2 2026, filed 7 Jul 2026.