Roberts Wealth Advisors’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Roberts Wealth 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 Q1	$447K	Sell	2,195 -20	-0.9%	-$4.19K	0.11%	84
2025 Q4	$454K	Buy	2,215 +105	+5%	+$21.3K	0.12%	80
2025 Q3	$421K	Buy	2,110 +34	+2%	+$6.6K	0.11%	82
2025 Q2	$392K	Buy	2,076 +5	+0.2%	+$900	0.11%	80
2025 Q1	$381K	Buy	2,071 +298	+17%	+$55.8K	0.12%	84
2024 Q4	$330K	Buy	1,773 +312	+21%	+$59.8K	0.1%	86
2024 Q3	$276K	Sell	1,461 -238	-14%	-$43.7K	0.09%	88
2024 Q2	$298K	Buy	1,699 +60	+4%	+$10.6K	0.1%	86
2024 Q1	$282K	Buy	+1,639	New	+$282K	0.11%	88

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Roberts Wealth Advisors's VOOV Position: Q1 2026 in Review

Roberts Wealth Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 0.9% in Q1 2026, selling an estimated $4.19K and leaving 2,195 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #84.

Roberts Wealth Advisors first reported a position in VOOV in Q1 2024 and has held it in 9 quarters since. The position peaked at $454K in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Roberts Wealth Advisors held 2,195 shares of Vanguard S&P 500 Value ETF worth $447K as of Q1 2026.
Roberts Wealth Advisors sold 20 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $4.19K.
Vanguard S&P 500 Value ETF made up 0.11% of Roberts Wealth Advisors's portfolio in Q1 2026, its #84 holding.
Roberts Wealth Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2024 and has held it in 9 quarters since.
Roberts Wealth Advisors's Vanguard S&P 500 Value ETF position peaked at $454K in Q4 2025.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

Based on Roberts Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.