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

Realta 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	$252K	Hold	1,148	–	–	0.08%	191
2026 Q1	$234K	Hold	1,148	–	–	0.08%	186
2025 Q4	$235K	Hold	1,148	–	–	0.08%	182
2025 Q3	$229K	Buy	1,148 +2	+0.2%	+$388	0.08%	179
2025 Q2	$216K	Sell	1,146 -2	-0.2%	-$360	0.09%	168
2025 Q1	$211K	Buy	1,148 +2	+0.2%	+$374	0.1%	167
2024 Q4	$212K	Hold	1,146	–	–	0.09%	179
2024 Q3	$221K	Hold	1,146	–	–	0.1%	172
2024 Q2	$201K	Hold	1,146	–	–	0.04%	394
2024 Q1	$207K	Buy	+1,146	New	+$197K	0.04%	396
2023 Q4	–	Sell	-1,146	Closed	-$178K	–	791
2023 Q3	$178K	Hold	1,146	–	–	0.04%	396
2023 Q2	$178K	Buy	+1,146	New	+$171K	0.04%	413
2023 Q1	–	Sell	-1,146	Closed	-$161K	–	819
2022 Q4	$161K	Hold	1,146	–	–	0.04%	422
2022 Q3	$142K	Buy	+1,146	New	+$157K	0.04%	405
2020 Q1	–	Sell	-1,146	Closed	-$141K	–	1360
2019 Q4	$141K	Hold	1,146	–	–	0.04%	420
2019 Q3	$132K	Hold	1,146	–	–	0.04%	430
2019 Q2	$129K	Buy	+1,146	New	+$127K	0.04%	435

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

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

Realta Investment Advisors held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 1,148 shares worth $252K. The position accounts for 0.08% of the portfolio, ranked #191.

Realta Investment Advisors first reported a position in VOOV in Q2 2019 and has held it in 17 quarters since. 450 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Realta Investment Advisors held 1,148 shares of Vanguard S&P 500 Value ETF worth $252K as of Q2 2026.
Realta Investment Advisors left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.08% of Realta Investment Advisors's portfolio in Q2 2026, its #191 holding.
Realta Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q2 2019 and has held it in 17 quarters since.
450 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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