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Millstone Evans Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Millstone Evans Group’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 		$245K Hold
1,119
– – 0.13% 121
2026
Q1 		$228K Hold
1,119
– – 0.14% 128
2025
Q4 		$229K Hold
1,119
– – 0.13% 123
2025
Q3 		$223K Hold
1,119
– – 0.14% 115
2025
Q2 		$211K Hold
1,119
– – 0.14% 118
2025
Q1 		$206K Hold
1,119
– – 0.14% 116
2024
Q4 		$206K Buy
+1,119
New +$215K 0.14% 117

Other funds holding VOOV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Millstone Evans Group's VOOV Position: Q2 2026 in Review

Millstone Evans Group held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,119 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #121.

Millstone Evans Group first reported a position in VOOV in Q4 2024 and has held it in 7 quarters since. 385 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Millstone Evans Group held 1,119 shares of Vanguard S&P 500 Value ETF worth $245K as of Q2 2026.
  • Millstone Evans Group left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Value ETF made up 0.13% of Millstone Evans Group's portfolio in Q2 2026, its #121 holding.
  • Millstone Evans Group first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 385 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.