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

Perennial 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 Q3	$1.24M	Buy	+5,613	New	+$1.27M	0.18%	80

Other funds holding VOOV

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return

Lotus Asset Management Nashville, Tennessee $122M AUM

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

Delta Wealth Advisors Indianapolis, Indiana $146M AUM 9.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $147M AUM 9.39% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Perennial Advisors's VOOV Position: Q3 2026 in Review

Perennial Advisors opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q3 2026: 5,613 shares worth $1.24M. The stake represents 0.18% of the portfolio and ranks #80 among its holdings.

47 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

Perennial Advisors held 5,613 shares of Vanguard S&P 500 Value ETF worth $1.24M as of Q3 2026.
Vanguard S&P 500 Value ETF was a new Perennial Advisors position in Q3 2026.
Vanguard S&P 500 Value ETF made up 0.18% of Perennial Advisors's portfolio in Q3 2026, its #80 holding.
47 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

Based on Perennial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.