Oxler Private Wealth’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Oxler Private Wealth’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 Q1	$396K	Buy	1,941 +9	+0.5%	+$1.88K	0.12%	66
2025 Q4	$396K	Buy	1,932 +9	+0.5%	+$1.82K	0.11%	68
2025 Q3	$384K	Buy	1,923 +9	+0.5%	+$1.75K	0.11%	69
2025 Q2	$361K	Buy	1,914 +9	+0.5%	+$1.62K	0.11%	70
2025 Q1	$351K	Buy	1,905 +8	+0.4%	+$1.5K	0.12%	69
2024 Q4	$350K	Buy	1,897 +11	+0.6%	+$2.11K	0.12%	70
2024 Q3	$360K	Buy	1,886 +21	+1%	+$3.86K	0.13%	68
2024 Q2	$328K	Hold	1,865	–	–	0.12%	67
2024 Q1	$337K	Buy	1,865 +8	+0.4%	+$1.38K	0.13%	69
2023 Q4	$312K	Buy	1,857 +19	+1%	+$2.95K	0.26%	55
2023 Q3	$273K	Buy	1,838 +8	+0.4%	+$1.25K	0.14%	81
2023 Q2	$285K	Hold	1,830	–	–	0.14%	82
2023 Q1	$269K	Buy	1,830 +7	+0.4%	+$1.02K	0.13%	84
2022 Q4	$255K	Buy	1,823 +24	+1%	+$3.31K	0.14%	88
2022 Q3	$223K	Hold	1,799	–	–	0.12%	98
2022 Q2	$239K	Buy	1,799 +10	+0.6%	+$1.43K	0.12%	100
2022 Q1	$269K	Buy	1,789 +7	+0.4%	+$1.04K	0.12%	98
2021 Q4	$269K	Buy	1,782 +9	+0.5%	+$1.32K	0.11%	109
2021 Q3	$249K	Buy	+1,773	New	+$256K	0.11%	118

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oxler Private Wealth's VOOV Position: Q1 2026 in Review

Oxler Private Wealth increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.47% in Q1 2026, buying an estimated $1.88K and bringing the position to 1,941 shares worth $396K. The position accounts for 0.12% of the portfolio, ranked #66.

Oxler Private Wealth first reported a position in VOOV in Q3 2021 and has held it in 19 quarters since. The position peaked at $396K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Oxler Private Wealth held 1,941 shares of Vanguard S&P 500 Value ETF worth $396K as of Q1 2026.
Oxler Private Wealth bought 9 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $1.88K.
Vanguard S&P 500 Value ETF made up 0.12% of Oxler Private Wealth's portfolio in Q1 2026, its #66 holding.
Oxler Private Wealth first reported a position in Vanguard S&P 500 Value ETF in Q3 2021 and has held it in 19 quarters since.
Oxler Private Wealth's Vanguard S&P 500 Value ETF position peaked at $396K in Q4 2025.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.