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

Pin Oak 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	$77K	Hold	351	–	–	0.05%	175
2026 Q1	$72K	Hold	351	–	–	0.05%	176
2025 Q4	$75K	Hold	351	–	–	0.05%	173
2025 Q3	$70K	Hold	351	–	–	0.05%	178
2025 Q2	$64K	Hold	351	–	–	0.05%	176
2025 Q1	$64K	Hold	351	–	–	0.05%	174
2024 Q4	$67K	Hold	351	–	–	0.06%	161
2024 Q3	$66K	Hold	351	–	–	0.06%	164
2024 Q2	$62K	Hold	351	–	–	0.06%	158
2024 Q1	$63K	Hold	351	–	–	0.06%	158
2023 Q4	$59K	Hold	351	–	–	0.06%	160
2023 Q3	$52K	Hold	351	–	–	0.06%	156
2023 Q2	$55K	Buy	+351	New	+$52.3K	0.06%	152

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pin Oak Investment Advisors's VOOV Position: Q2 2026 in Review

Pin Oak Investment Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 351 shares worth $77K. The position accounts for 0.05% of the portfolio, ranked #175.

Pin Oak Investment Advisors first reported a position in VOOV in Q2 2023 and has held it in 13 quarters since. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Pin Oak Investment Advisors held 351 shares of Vanguard S&P 500 Value ETF worth $77K as of Q2 2026.
Pin Oak Investment Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.05% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #175 holding.
Pin Oak Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.