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&Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

&Partners’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 		$9.41M Buy
42,907
+1,765
+4% +$381K 0.04% 397
2026
Q1 		$8.38M Buy
41,142
+852
+2% +$178K 0.04% 377
2025
Q4 		$8.25M Buy
40,290
+10,471
+35% +$2.12M 0.04% 356
2025
Q3 		$5.94M Sell
29,819
-488
-2% -$94.7K 0.04% 379
2025
Q2 		$5.72M Buy
30,307
+7,308
+32% +$1.32M 0.04% 338
2025
Q1 		$4.06M Buy
22,999
+2,117
+10% +$396K 0.04% 339
2024
Q4 		$3.86M Buy
20,882
+6,653
+47% +$1.28M 0.05% 325
2024
Q3 		$2.78M Buy
14,229
+10,469
+278% +$1.92M 0.05% 301
2024
Q2 		$661K Buy
+3,760
New +$663K 0.03% 452

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

&Partners's VOOV Position: Q2 2026 in Review

&Partners increased its Vanguard S&P 500 Value ETF (VOOV) stake by 4.3% in Q2 2026, buying an estimated $381K and bringing the position to 42,907 shares worth $9.41M. The position accounts for 0.04% of the portfolio, ranked #397.

&Partners first reported a position in VOOV in Q2 2024 and has held it in 9 quarters since. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • &Partners held 42,907 shares of Vanguard S&P 500 Value ETF worth $9.41M as of Q2 2026.
  • &Partners bought 1,765 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $381K.
  • Vanguard S&P 500 Value ETF made up 0.04% of &Partners's portfolio in Q2 2026, its #397 holding.
  • &Partners first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.