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

Pinney & Scofield’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 		$54.8K Hold
250
– – 0.03% 110
2026
Q1 		$50.9K Hold
250
– – 0.03% 111
2025
Q4 		$51.2K Hold
250
– – 0.03% 109
2025
Q3 		$49.9K Hold
250
– – 0.03% 105
2025
Q2 		$47.2K Sell
250
-344
-58% -$62K 0.03% 103
2025
Q1 		$109K Sell
594
-110
-16% -$20.6K 0.08% 70
2024
Q4 		$130K Buy
+704
New +$135K 0.1% 64

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

Pinney & Scofield's VOOV Position: Q2 2026 in Review

Pinney & Scofield held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 250 shares worth $54.8K. The position accounts for 0.03% of the portfolio, ranked #110.

Pinney & Scofield first reported a position in VOOV in Q4 2024 and has held it in 7 quarters since. The position peaked at $130K in Q4 2024. 455 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Pinney & Scofield held 250 shares of Vanguard S&P 500 Value ETF worth $54.8K as of Q2 2026.
  • Pinney & Scofield left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P 500 Value ETF made up 0.03% of Pinney & Scofield's portfolio in Q2 2026, its #110 holding.
  • Pinney & Scofield first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Pinney & Scofield's Vanguard S&P 500 Value ETF position peaked at $130K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.