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Moneta Group Investment Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Moneta Group Investment Advisors’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 		$6.1M Sell
27,850
-2,711
-9% -$585K 0.05% 163
2026
Q1 		$6.23M Buy
30,561
+237
+0.8% +$49.6K 0.05% 144
2025
Q4 		$6.21M Sell
30,324
-182
-0.6% -$36.9K 0.05% 144
2025
Q3 		$6.08M Buy
+30,506
New +$5.92M 0.05% 141

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moneta Group Investment Advisors's VOOV Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 8.9% in Q2 2026, selling an estimated $585K and leaving 27,850 shares worth $6.1M. The position accounts for 0.05% of the portfolio, ranked #163.

Moneta Group Investment Advisors first reported a position in VOOV in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.23M in Q1 2026. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Moneta Group Investment Advisors held 27,850 shares of Vanguard S&P 500 Value ETF worth $6.1M as of Q2 2026.
  • Moneta Group Investment Advisors sold 2,711 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $585K.
  • Vanguard S&P 500 Value ETF made up 0.05% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #163 holding.
  • Moneta Group Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $6.23M in Q1 2026.
  • 451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.