Modera Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Modera Wealth Management’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	$2.07M	Sell	9,425 -8	-0.1%	-$1.73K	0.02%	269
2026 Q1	$1.92M	Buy	9,433 +2	+0%	+$419	0.02%	259
2025 Q4	$1.93M	Buy	9,431 +111	+1%	+$22.5K	0.02%	269
2025 Q3	$1.86M	Buy	9,320 +1	+0%	+$194	0.02%	265
2025 Q2	$1.76M	Buy	9,319 +2	+0%	+$360	0.02%	269
2025 Q1	$1.72M	Buy	9,317 +2	+0%	+$374	0.02%	260
2024 Q4	$1.72M	Sell	9,315 -423	-4%	-$81.1K	0.02%	260
2024 Q3	$1.86M	Sell	9,738 -34	-0.3%	-$6.24K	0.02%	239
2024 Q2	$1.72M	Buy	9,772 +185	+2%	+$32.6K	0.03%	241
2024 Q1	$1.73M	Sell	9,587 -121	-1%	-$20.8K	0.03%	241
2023 Q4	$1.63M	Buy	9,708 +1	+0%	+$155	0.03%	238
2023 Q3	$1.44M	Sell	9,707 -265	-3%	-$41.4K	0.03%	247
2023 Q2	$1.55M	Sell	9,972 -168	-2%	-$25K	0.03%	244
2023 Q1	$1.49M	Hold	10,140	–	–	0.06%	115
2022 Q4	$1.42M	Buy	10,140 +4,640	+84%	+$641K	0.06%	120
2022 Q3	$683K	Hold	5,500	–	–	0.03%	160
2022 Q2	$731K	Buy	+5,500	New	+$786K	0.03%	166

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

Modera Wealth Management's VOOV Position: Q2 2026 in Review

Modera Wealth Management reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.08% in Q2 2026, selling an estimated $1.73K and leaving 9,425 shares worth $2.07M. The position accounts for 0.02% of the portfolio, ranked #269.

Modera Wealth Management first reported a position in VOOV in Q2 2022 and has held it in 17 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Modera Wealth Management held 9,425 shares of Vanguard S&P 500 Value ETF worth $2.07M as of Q2 2026.
Modera Wealth Management sold 8 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $1.73K.
Vanguard S&P 500 Value ETF made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #269 holding.
Modera Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2022 and has held it in 17 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.