Net Worth Advisory Group
VOOV icon

Net Worth Advisory Group’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Net Worth Advisory 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
Q3 		$364K Buy
1,649
+26
+2% +$5.86K 0.09% 226
2026
Q2 		$356K Buy
1,623
+42
+3% +$9.06K 0.09% 240
2026
Q1 		$322K Buy
1,581
+18
+1% +$3.77K 0.07% 285
2025
Q4 		$320K Sell
1,563
-715
-31% -$145K 0.06% 299
2025
Q3 		$454K Sell
2,278
-53
-2% -$10.3K 0.13% 176
2025
Q2 		$440K Sell
2,331
-10
-0.4% -$1.8K 0.1% 212
2025
Q1 		$431K Buy
2,341
+47
+2% +$8.79K 0.14% 180
2024
Q4 		$423K Sell
2,294
-21
-0.9% -$4.03K 0.13% 192
2024
Q3 		$442K Buy
+2,315
New +$425K 0.13% 187

Other funds holding VOOV

Shakespeare Wealth Management
Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.12% 1-Year Est. Return
Stordahl Capital Management
Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return
Grant Street Asset Management
Grant Street Asset Management Canonsburg, Pennsylvania $614M AUM 9.27% 1-Year Est. Return
Petredis Investment Advisors
Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return
Graves Light Lenhart Wealth
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Beacon Capital Management LLC (Tennessee)
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $716M AUM 16.7% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Lotus Asset Management
Lotus Asset Management Nashville, Tennessee $122M AUM

Net Worth Advisory Group's VOOV Position: Q3 2026 in Review

Net Worth Advisory Group increased its Vanguard S&P 500 Value ETF (VOOV) stake by 1.6% in Q3 2026, buying an estimated $5.86K and bringing the position to 1,649 shares worth $364K. The position accounts for 0.09% of the portfolio, ranked #226.

Net Worth Advisory Group first reported a position in VOOV in Q3 2024 and has held it in 9 quarters since. The position peaked at $454K in Q3 2025. 158 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

  • Net Worth Advisory Group held 1,649 shares of Vanguard S&P 500 Value ETF worth $364K as of Q3 2026.
  • Net Worth Advisory Group bought 26 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $5.86K.
  • Vanguard S&P 500 Value ETF made up 0.09% of Net Worth Advisory Group's portfolio in Q3 2026, its #226 holding.
  • Net Worth Advisory Group first reported a position in Vanguard S&P 500 Value ETF in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's Vanguard S&P 500 Value ETF position peaked at $454K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.