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

Petredis 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 		$26.4M Sell
120,521
-1,929
-2% -$416K 1.78% 15
2026
Q1 		$25M Sell
122,450
-223
-0.2% -$46.7K 2.04% 13
2025
Q4 		$25.1M Sell
122,673
-1,321
-1% -$267K 1.97% 14
2025
Q3 		$24.7M Sell
123,994
-1,054
-0.8% -$205K 1.98% 14
2025
Q2 		$23.6M Buy
125,048
+2,901
+2% +$522K 2.07% 13
2025
Q1 		$22.5M Buy
122,147
+86
+0.1% +$16.1K 2.35% 13
2024
Q4 		$22.5M Sell
122,061
-12,438
-9% -$2.39M 2.33% 12
2024
Q3 		$25.7M Sell
134,499
-4,366
-3% -$802K 2.73% 11
2024
Q2 		$24.4M Sell
138,865
-23,474
-14% -$4.14M 2.73% 10
2024
Q1 		$29.3M Sell
162,339
-2,646
-2% -$455K 3.51% 9
2023
Q4 		$27.7M Sell
164,985
-3,579
-2% -$556K 3.64% 8
2023
Q3 		$25.1M Sell
168,564
-929
-0.5% -$145K 3.57% 9
2023
Q2 		$26.4M Buy
169,493
+6,100
+4% +$908K 3.63% 7
2023
Q1 		$24M Buy
163,393
+30,379
+23% +$4.43M 3.74% 7
2022
Q4 		$18.6M Buy
+133,014
New +$18.4M 3.38% 7

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

Petredis Investment Advisors's VOOV Position: Q2 2026 in Review

Petredis Investment Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 1.6% in Q2 2026, selling an estimated $416K and leaving 120,521 shares worth $26.4M. The position accounts for 1.78% of the portfolio, ranked #15.

Petredis Investment Advisors first reported a position in VOOV in Q4 2022 and has held it in 15 quarters since. The position peaked at $29.3M in Q1 2024. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Petredis Investment Advisors held 120,521 shares of Vanguard S&P 500 Value ETF worth $26.4M as of Q2 2026.
  • Petredis Investment Advisors sold 1,929 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $416K.
  • Vanguard S&P 500 Value ETF made up 1.78% of Petredis Investment Advisors's portfolio in Q2 2026, its #15 holding.
  • Petredis Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Petredis Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $29.3M in Q1 2024.
  • 453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.