Sagespring Wealth Partners’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Sagespring Wealth Partners’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	$204K	Buy	+929	New	+$200K	﹤0.01%	823
2026 Q1	–	Sell	-1,017	Closed	-$208K	–	850
2025 Q4	$208K	Hold	1,017	–	–	﹤0.01%	755
2025 Q3	$203K	Buy	+1,017	New	+$197K	﹤0.01%	719
2025 Q2	–	Sell	-2,719	Closed	-$501K	–	735
2025 Q1	$501K	Buy	2,719 +780	+40%	+$146K	0.01%	391
2024 Q4	$358K	Buy	+1,939	New	+$372K	0.01%	428

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

Sagespring Wealth Partners's VOOV Position: Q2 2026 in Review

Sagespring Wealth Partners opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 929 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: Sagespring Wealth Partners previously reported a position in VOOV as recently as Q4 2025.

Sagespring Wealth Partners first reported a position in VOOV in Q4 2024 and has held it in 5 quarters since. The position peaked at $501K in Q1 2025. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Sagespring Wealth Partners held 929 shares of Vanguard S&P 500 Value ETF worth $204K as of Q2 2026.
Vanguard S&P 500 Value ETF was a new Sagespring Wealth Partners position in Q2 2026.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #823 holding.
Sagespring Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2024 and has held it in 5 quarters since.
Sagespring Wealth Partners's Vanguard S&P 500 Value ETF position peaked at $501K in Q1 2025.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.