Relyea Zuckerberg Hanson’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Relyea Zuckerberg Hanson’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	$10.9M	Sell	49,919 -278	-0.6%	-$60K	0.91%	28
2026 Q1	$10.2M	Sell	50,197 -163	-0.3%	-$34.1K	1.03%	21
2025 Q4	$10.3M	Buy	50,360 +613	+1%	+$124K	1.04%	20
2025 Q3	$9.92M	Sell	49,747 -1,226	-2%	-$238K	1.04%	20
2025 Q2	$9.62M	Sell	50,973 -4,478	-8%	-$806K	1.13%	19
2025 Q1	$10.2M	Sell	55,451 -1,256	-2%	-$235K	1.38%	13
2024 Q4	$10.5M	Sell	56,707 -989	-2%	-$190K	1.41%	12
2024 Q3	$11M	Buy	57,696 +39	+0.1%	+$7.16K	1.67%	10
2024 Q2	$10.1M	Buy	57,657 +27	+0%	+$4.76K	1.7%	10
2024 Q1	$10.4M	Sell	57,630 -71	-0.1%	-$12.2K	1.82%	9
2023 Q4	$9.69M	Sell	57,701 -3,455	-6%	-$537K	1.89%	9
2023 Q3	$9.09M	Buy	61,156 +1,565	+3%	+$244K	2.07%	9
2023 Q2	$9.28M	Buy	59,591 +4,814	+9%	+$717K	2.08%	9
2023 Q1	$8.04M	Buy	54,777 +292	+0.5%	+$42.6K	1.96%	10
2022 Q4	$7.63M	Buy	54,485 +1,481	+3%	+$204K	2.18%	9
2022 Q3	$6.58M	Buy	53,004 +895	+2%	+$123K	2.38%	8
2022 Q2	$6.92M	Buy	52,109 +1,538	+3%	+$220K	2.58%	6
2022 Q1	$7.64M	Buy	50,571 +4,807	+11%	+$715K	2.5%	8
2021 Q4	$6.72M	Buy	45,764 +1,330	+3%	+$196K	2.44%	7
2021 Q3	$6.25M	Buy	44,434 +350	+0.8%	+$50.4K	2.43%	10
2021 Q2	$6.29M	Buy	44,084 +291	+0.7%	+$41.5K	2.58%	7
2021 Q1	$6.17M	Buy	43,793 +1,193	+3%	+$155K	2.73%	6
2020 Q4	$5.27M	Sell	42,600 -43	-0.1%	-$5.04K	2.83%	8
2020 Q3	$4.8M	Buy	42,643 +853	+2%	+$93.3K	3.09%	8
2020 Q2	$4.37M	Buy	41,790 +2,715	+7%	+$279K	3.48%	6
2020 Q1	$3.65M	Buy	+39,075	New	+$4.49M	3.99%	4

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

Relyea Zuckerberg Hanson's VOOV Position: Q2 2026 in Review

Relyea Zuckerberg Hanson reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.55% in Q2 2026, selling an estimated $60K and leaving 49,919 shares worth $10.9M. The position accounts for 0.91% of the portfolio, ranked #28.

Relyea Zuckerberg Hanson first reported a position in VOOV in Q1 2020 and has held it in 26 quarters since. The position peaked at $11M in Q3 2024. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Relyea Zuckerberg Hanson held 49,919 shares of Vanguard S&P 500 Value ETF worth $10.9M as of Q2 2026.
Relyea Zuckerberg Hanson sold 278 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $60K.
Vanguard S&P 500 Value ETF made up 0.91% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #28 holding.
Relyea Zuckerberg Hanson first reported a position in Vanguard S&P 500 Value ETF in Q1 2020 and has held it in 26 quarters since.
Relyea Zuckerberg Hanson's Vanguard S&P 500 Value ETF position peaked at $11M in Q3 2024.
451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.